Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

 

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Five Most Overlooked Tax Deductions

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Use this calculator to estimate your capital gains tax.

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An Inside Look at Retirement Living

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

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

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The Power of Compound Interest

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

What You Need to Know About Social Security

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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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