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.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
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U.S. Personal Savings Rate
What can be learned from the savings rate?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
An inside look at how marginal income tax brackets work.
Ascertaining the value of your business is important for a variety of reasons.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Understanding the cycle of investing may help you avoid easy pitfalls.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.
Around the country, attitudes about retirement are shifting.
There are hundreds of ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.