Gemlife Financial

Insuring Your Peace of Mind and Financial Future

225 S. Lake Ave.
Suite 300
Pasadena, CA 91101
(888) 858-6236

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Welcome to Gemlife Financial The Other Sure Thing Your DNA Test Charitable Giving: Smart from the Heart

Welcome to Gemlife Financial

Gemlife Financial, is dedicated to helping you find the best value by developing strategies that lead to "Insuring Your Peace of Mind and Financial Future..." Let us be your premier provider for your financial solutions.


 

Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

How long does a $20 bill last?

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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