Retirement income
When to draw income, how long it needs to last, and where coverage fits that picture.
Financial planning
Retirement and income, with coverage in the picture
Plan for retirement and long-term goals with guidance that fits your coverage.
- Retirement timing
- Income that has to last
- Tim on our team
Financial planning goes beyond picking a policy — it is about retirement timing, income needs, and making sure your coverage fits the life you are building.
Tim D. Binegar handles retirement and income planning on our team. Call the office and we will connect you.
- Retirement and income planning conversations
- Coordinate insurance coverage with your broader financial picture
- Cash flow, investing, taxes, college funding, and Medicare in the same conversation
Investing
Account types, time horizons, and how investing concepts connect to the goals you already have.
Taxes
How taxes can change saving and investing decisions. Education only — not tax advice.
Education and Social Security
College funding timelines, plus how Social Security and Medicare sit beside retirement income.
Download
Financial planning questionnaire
Eight questions about family, education, retirement, and what you want your money to do. Fill it out before you meet. This is the only file to download.
Download questionnaireThis website is operated by Group Plans, Inc. Content is provided for general information only and does not constitute professional advice. Contact the business directly for guidance specific to your situation.
Articles on Financial Planning
March 10, 2022
How to File Taxes Using Form 1095-A
Attention : There is less than one month until the April 2022 tax filing deadline. If anyone in your household had a Marketplace plan in 2021, you'll use Form…
April 19, 2021
Reporting Income & Household Changes After Enrollment
If you are enrolled in a Marketplace plan and your income or household changes, you should update your application with those income and household changes as…
April 7, 2021
Health Coverage for Retirees
If you're retired and need health coverage, you can use the Marketplace to buy and insurance plan. If you have retiree health coverage, you have different…
March 11, 2021
How To Estimate Your Expected Income
When you fill out a Health Insurance application, you'll need to estimate your expected income. Two important things you should know are: Marketplace savings…
June 1, 2020
Tax Credit Saves Money on Premiums
When you apply for coverage in the Health Insurance Marketplace, you will find out of you qualify for what's called a "Premium Tax Credit" that lowers your…
March 5, 2020
How does the ACA impact your taxes?
Are you wondering how the Affordable Care Act (ACA) affects your income taxes? Can an ACA plan translate into more money back? The ACA and the Premium Tax…
Questions? Call our office at (623) 889-7600.
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