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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Good employee health can be great for the company’s bottom line.
Technology tips to make your next trip even better.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Don’t overlook the need for renter’s insurance if you rent your home.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know these three personal finance sayings?
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Here’s a quick guide to checking to see if you have unclaimed money.