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Financial Planning and Insurance for Greater Fall River, MA

Email: info@jmarshallfinancial.com
J. Marshall Associates Financial
		  Planning and Insurance for Greater Fall River, MA

Financial Planning

Business Continuation (Buy-Sell) Plans:

An agreement used by businesses to sell the interests of a deceased owner to the remaining partners at a predetermined price or using a predetermined formula.

Retirement Planning:

The process of planning for retirement, specifically in terms of making financial plans. Most often, retirement planning involves depositing money into a retirement account, and purposefully saving money for the future. There are many different types of retirement plans available, including an Individual Retirement Account (IRA) and a 401(k) plan. In most cases, employees are provided with a retirement plan by their employer, and contributions to the plan are deducted from the employee’s paycheck. Some employers will match a certain percentage of an employee’s contributions, adding more money to their account. Most plans have different rules and guidelines, including details such as when the money can be withdrawn.

Legacy Planning:

Legacy planning helps you use the resources and experiences you’ve accumulated in life to make a lasting impression on those you love and the causes you believe in.

Retirement Plan Rollovers:

A tax-free reinvestment of a distribution from a qualified retirement plan into an IRA or other qualified plan within a specific time frame, usually 60 days. These transfers can happen when leaving a job at an employer who offered a retirement plan such as a 401(k) plan.

Income Distribution Planning:

Distribution planning is the process of evaluating your needs, your asset resources and the potential time line for taking distributions from those assets.

Elder-Care Planning:

Focus on protecting assets and maximizing benefits for those clients who are chronically ill or disabled. Planning geared towards keeping clients living at home and maintaining a dignified lifestyle.

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“Sucessful people do the things that unsucessful people are unwilling to do.”
–Richard C. Bassett

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