Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

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Is your estate in order? This short quiz may help you assess your overall strategy.

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Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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An Inside Look at Retirement Living

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

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

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Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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