The Dumas Team, A Client Relationship Group of  Consolidated Planning Home
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Latest Articles

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • How Boomers and Millennials Differ

Insurance

  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • Financial wellness for everyone: Term life insurance
  • Financial wellness for everyone: Whole life insurance
  • Financial wellness for everyone: Income protection
  • Couples: How to choose between 2 insurance plans
  • Financial confidence boosters for women in midlife

Estate

  • Four Steps to Valuing an Estate

Tax

  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • 5 smart ways to spend your tax refund

Money

  • Finding calm during volatile markets
  • Financial empowerment tips for women
  • Unexpected costs to plan for when you're adopting

Investment

  • How Stocks Work

Retirement

  • Women on the Rise
  • How to consider inflation into your retirement strategy
 

Contact

Office: (704) 552-8507

Mobile: (704) 529-9981

Fax: (704) 554-6073

6115 Park South Drive

Suite 200

Charlotte, NC 28210

FINRA series 6, 7, 63, 66, Life & Health, LTC

tdumas@cplanning.com

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