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
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Military families face unique challenges, making personal finance even more critical.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learn how to harness the power of compound interest for your investments.