Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

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

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

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Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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$1 million in a diversified portfolio could help finance part of your retirement.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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