Douglass Financial Services

Simplicity. Confidence. Freedom. Making a difference in the lives of our clients.

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Electronic Investment Statements and E-Newsletter

Posted on Sep 30, 2015 in Simplicity

As the amount of information that we receive continues to increase instead of decrease, we wanted to remind you that your investment information is available electronically. CIRstatments.com is the place where you can view most of your accounts that are either held or serviced by our firm—in one place. We believe this is another way to simplify your financial planning and reduce paper clutter. We also offer an electronic version of this quarterly newsletter. If you would like to skip the paper copy of the newsletter or get signed up for online investment account information, a phone call to our office is all it takes. Call Susan at (815)...

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4 Retiree To-Dos in a Turbulent Market

Posted on Sep 30, 2015 in Confidence

1.) Check your liquid reserves. Setting one to two years of living expenses aside in true cash instruments allows you more confidence in letting your long-term portfolio do what it’s going to do. 2.) Look at your allocation plan. Look at how your portfolio is allocated across cash and bonds and stocks. Being well diversified will be the main determinant of how your portfolio behaves. 3.) Consider your withdrawal strategy. A turbulent market is a good time to consider your withdrawal strategy and what you are spending money on. There could be areas to pull back your spending during tough markets. 4.) Mind the small stuff. Take a look at all of your investment related expenses, mind your transaction costs, and if you’re paying commissions to trade, don’t trade more than you need to. Learn more at: http://bit.ly/4RetireeToDos (Source...

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Volunteerism and Mentorship

Posted on Sep 30, 2015 in Freedom

When we talk about having freedom in our lives, we believe this includes having the freedom in our schedules to give our time, talents and resources, to the people, projects and organizations we care about. Dave, has taken on the role of mentoring a young man through Big Brothers and Big Sisters of Central Illinois. According to BBBS, only one out of ten new volunteers that enroll as a “Big” is male, while the majority of children applying to be partnered with a mentor are boys being raised by a single female parent. These youngsters are ready and waiting for a man to step into this role. Being a big brother requires no special skills – just a desire to make a difference. Call Dave to more about BBBS mentorship or visit...

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