Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

 

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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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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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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.

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