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Marion, Douglas Financial & Insurance Services

(714) 696-7300

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Tuning Your Social Security Benefit
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Our mission at Marion Douglas Financial & Insurance Services is to provide our clients with comprehensive planning and expert advice in the areas of employee benefits, retirement programs, and family wealth & business planning.

We pride ourselves in providing superior service with a client-centric mentality. We utilize the best of technology to achieve fiscal responsibility and maximized results.

Helpful Content

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

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

Disability Income

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for Retirement

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Power of Compound Interest

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

A Bucket Plan to Go with Your Bucket List

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

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