Doug 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
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
For some, the social impact of investing is just as important as the return, perhaps more important.
Being healthy not only makes you feel good, it may also help you financially.
A change in your mindset during retirement may drive changes to your portfolio.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
There are things you can do to keep yourself safe when you lose your wallet.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you have causes that you want to support with donations? Here are three tips.