Douglas M. Rotman, CFP®
Welcome! I want to thank you for stopping by and showing an interest in your financial future. Whether you're saving for retirement, wondering when to take Social Security, evaluating your estate plan, or just trying to understand how the latest legislation impacts your financial life, I am here to help.
I hope you find the information on this site extremely useful. Please take the time to browse around and learn some financial concepts as well as more about me. While I have information here that pertains to most, I also realize that you are unique with a different set of needs and desires than anyone else, so a suitable plan can only be made after sitting down to truly understand what you need and want. My personalized service will focus on you, your needs, wants, and financial goals and objectives.
While I am located in Indianapolis, Indiana, I have clients throughout many parts of the U.S. Please contact me to set up a meeting to get started on your customized plan. We can always arrange a phone call or video conference meeting, as well!
CERTIFIED FINANCIAL PLANNERTM
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Here's a breakdown of how the federal government spends your tax money.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
However exciting retiring abroad may sound, it deserves considerable planning.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Military families face unique challenges, making personal finance even more critical.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you explored all of your choices when it comes to managing your taxable income?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.