BGA Retirement Advisors | BGA Employee Benefits Advisors

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Balancing Medicare and Work-Based Insurance

Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
A Financial Wellness Plan Can Help Pave the Road to Retirement

This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
Sequence Risk: Preparing to Retire in a Down Market

This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
Fund Retirement and Reward Workers with a Cash Balance Plan

Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.