Here for you! Understand Plan Enjoy

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!  

DOUG ROTMAN
CERTIFIED FINANCIAL PLANNERTM

 

Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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