Estimate Your Social Security Retirement Income CalcXML Financial Calculators

As the April 15 deadline for IRA contributions for the 2024 tax year approaches, many individuals are seeking ways to optimize their retirement savings and maximize potential tax benefits. At Marshall Life and Financial Services in Redlands, CA, we understand the importance of proactive financial planning and are committed to helping our clients make informed

4 major sources of retirement income include What’s your biggest retirement fear? If it’s running out of income in retirement, you’re not alone. According to a recent study from Transamerica, the number one fear for Baby Boomers is outliving their assets and running out of income.1 Boomers aren’t alone. Generation X is also projected to be

The coronavirus pandemic has touched nearly every aspect of our lives. Perhaps nothing has been impacted as much as the way we work. While millions of Americans have lost their jobs during the pandemic, those who remain employed have seen their work change drastically. In many professions, work-from-home has become the norm; not the exception.

Are you a first-time homeowner? Maximize tax deductions and get the most out of your return. Here’s how.  ​Buying a new home can be an exciting and rewarding experience. While first-time homeownership can come with a lot of initial expenses, it also can come with some money-saving tax breaks as well. Now is the time

How much is your Social Security benefit worth? Social Security can provide you with an estimate of your benefit at retirement, but that’s in terms of how much income you’ll receive each year. How much would that income be worth if it were valued as a lump sum asset, like your 401(k) or IRA balance?There’s

Whether your 20, 30, 50 or somewhere in between learn how to invest at any age to secure a more comfortable retirement.Your mindset and goals continually evolve over time. At age 25, you might be focused on paying off student loans and saving up for your first home. Your career is just getting started, and

One of the most common misconceptions about retirement is that “retirement is a single event.” Not so many people understand that retirement, just like work-life, has stages. Although retirement may be unique to each person, it generally passes through three stages or phases namely; active retirement stage, slow down retirement stage, and inactive retirement stage. Understanding

Starting college is supposed to be a milestone moment, not just for the student, but also theparents. You pack up the car and make the drive to your child’s dorm. You may set up furniture,meet their roommate and even take a tour of campus. Eventually, the move-in process ends,and it’s time to leave your child