Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Share |
 

Related Content

Stocks Bombed by Bonds

Stocks Bombed by Bonds

Bonds are impacting the market, perhaps more than anyone thought possible.

Ask a Financial Professional: Prepping For Parenthood

Ask a Financial Professional: Prepping For Parenthood

As any parent will attest, no couple is ever 100 percent ready for a baby. But what if, rather than view readiness as...

How to Balance Finances as a Sandwich Generation Member

How to Balance Finances as a Sandwich Generation Member

An estimated one in seven middle-aged Americans supports both a child and an aging parent. This isn’t expected to change any time soon.

 

Have A Question About This Topic?







Thank you! Oops!

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

Creating your stream of guaranteed retirement income

Your life doesn't stop when your career does. The one thing you don't want to stop, is your paycheck.

View all articles

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Self-Employed Retirement Plans

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

View all calculators

5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations

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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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?

View all videos