Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

 

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The Utility of Sector Investing

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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

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