Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

 

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There’s a link between debt and stress.

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You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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