Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

 

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

Managing Your Lifestyle

Managing Your Lifestyle

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

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

 

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