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9070 Irvine Center Drive #100
Irvine, CA 92618

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Rod Chamberlin, MSFS

949.888.9440

 
Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Rod Chamberlin, MSFS - Chamberlin & Associates


Welcome to the Chamberlin & Associates website where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.  Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you fast and easy access to market performance data.  We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance. You can also visit our Facebook page at https://www.facebook.com/pages/CHAMBERLIN-ASSOCIATES/267952759922998, as well as our LinkedIn page at http://www.linkedin.com/company/chamberlin-&-associates-llc.


HELPING YOU BUILD AND PRESERVE WEALTH

Helpful Content

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Debt Stress

There’s a link between debt and stress.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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