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

As you approach retirement, your goals and needs change drastically. You need a Safe Money Retirement Specialist that understands these changes and knows how to provide solutions to these unique challenges.

We work with you one-on-one to design a customized Safe Money Retirement Plan that will help you:

  • Create a retirement income stream that you and your spouse never outlive
  • Optimize Social Security so you receive every nickel you are entitled to
  • Take advantage of little-known retirement tax strategies

Our goal is to bring financial awareness and assist people in taking charge of their financial future so that they can retire comfortably and stress free.


 

Helpful Content

Estate Management Checklist

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U.S. Personal Savings Rate

What can be learned from the savings rate?

Should You Choose a Fixed or Variable?

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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

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Caring for Aging Parents

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Social Security: The $64,000 Question

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Estate Management Checklist

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Principles of Preserving Wealth

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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$1 million in a diversified portfolio could help finance part of your retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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