Cliff Lloyd, MBA, RICP - Financial Planner

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Cliff Lloyd, MBA, RICP - Financial Planner I help people solve financial problems so they can achieve financial independence.

10/10/2026

The U.S. government is paying more to borrow than it has since 2002, but that doesn’t mean markets are sounding the alarm over U.S. debt levels yet, analysts say.

10/09/2026

After a windier road than expected, Paramount and Warners are now one, under the banner of Skydance, and the film industry is set for a shake-up.

10/08/2026

Artificial intelligence is reshaping the workplace and, according to a new survey from the TIAA, adding another layer to Americans’ retirement worries.

10/07/2026

As autumn days become shorter, 10 brain health habits keep your thinking sharp and give your brain the same care you give to your heart, lungs and digestive health.

10/06/2026

Five financial lessons (B.R.A.C.E.) learned from surviving a near-fatal family car crash to help investors weather market downturns safely.

10/05/2026

A big salary doesn't mean you're living comfortably. More than one-third of respondents in a recent Goldman Sachs retirement survey who earn more than $300,000 a year said they live paycheck to paycheck and "struggle to save.

10/04/2026

For younger Americans who feel they've been priced out of homeownership, renting and investing in stocks is becoming less of a fallback—and more of a deliberate wealth-building strategy.

10/03/2026

With mortgage rates above 7%, shopping around can pay off: identical borrowers may receive offers more than half a percentage point apart.

10/02/2026

There are many unrecognized trade-offs to home ownership that can make renting a better economic choice

10/01/2026

The US is in a higher-interest-rate environment, and it's finally good to be a saver again, but saving isn't quite as safe as it used to be

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122 TERRA BELLA Boulevard
Baton Rouge, LA
70433

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Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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