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
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Knowing your options when a CD matures can help you make a sound investment decision.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A change in your mindset during retirement may drive changes to your portfolio.
There are ways to improve your physical fitness without denting your fiscal fitness.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: right now.
There are things you can do to keep yourself safe when you lose your wallet.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?