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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
If you find it hard to attain personal life goals, there’s an app for that!
Gaining a better understanding of municipal bonds makes more sense than ever.
The federal government requires deceased individuals to file a final income tax return.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here’s a quick guide to checking to see if you have unclaimed money.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know how to set up your financial goals for success? This knight does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?