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Design Benefits, Inc

PO BOX 6009
Charlottesville, VA 22906

Phone:

434.296.1122

E-mail:

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue employee benefits worthy of an "employer of choice".

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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This calculator can help you estimate your annual federal income tax liability.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

How Long Will It Take to Pay my Balance?

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck