Helping You Solve Your Financial Puzzle in Pursuit of Confidence
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date investment and financial strategy, with a knowledgeable partner offering support, may help make the road ahead less strenuous.
I’m Robert Theisen, a financial advisor and CPA committed to helping people work toward financial confidence. While I work with clients in all stages of life, many are approaching or are already living in retirement. They often have questions and concerns regarding their finances. Do they have enough money to last? How can they minimize taxes? When should they create an estate plan? My goal is to help them navigate the many retirement planning hurdles and educate them on their opportunities. By managing their strategies, I strive to help them worry less about their financial strategies and more on their passions in life.
Retirement is a significant milestone in one’s life. My mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support. Based in Fort Worth, Texas I serve clients locally and in multiple states, from Nevada to Illinois. Start preparing for tomorrow’s retirement today by contacting me to learn more or to set up a complimentary consultation.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Knowing your options when a CD matures can help you make a sound investment decision.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Five phases to changing unhealthy behaviors.
How long does a $20 bill last?
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
With alternative investments, it’s critical to sort through the complexity.