Our mission at Marion Douglas Financial & Insurance Services is to provide our clients with comprehensive planning and expert advice in the areas of employee benefits, retirement programs, and family wealth & business planning.
We pride ourselves in providing superior service with a client-centric mentality. We utilize the best of technology to achieve fiscal responsibility and maximized results.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
However exciting retiring abroad may sound, it deserves considerable planning.
Learn when it may not make sense to file a claim on your home insurance.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A bucket plan can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?