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
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding the economy's cycles can help put current business conditions in better perspective.
Couples may be able to head off many of the problems in a marriage that money can cause.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?