Marc Pearlman

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Why Renters Should Have Their Own Insurance

Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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