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
Doubling Your Money
This calculator demonstrates the power of compound interest.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
An inside look at how marginal income tax brackets work.
It's important to make sure your retirement strategy anticipates health-care expenses.
Regardless of how you approach retirement, there are some things about it that might surprise you.
There are ways to improve your physical fitness without denting your fiscal fitness.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Learn how to harness the power of compound interest for your investments.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are you ready for retirement? Here are five words you should consider.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
How will you weather the ups and downs of the business cycle?