Lindell G. Douglas, CFP^{^®}
Managing Partner

(954) 306-8668

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

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Paying Off a Credit Card

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

Federal Income Tax

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

Self-Employed Retirement Plans

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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.