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.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Couples may be able to head off many of the problems in a marriage that money can cause.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Five creative (and inexpensive) ideas for motivating your employees.
The uncertainties we face in retirement can erode our sense of confidence.
The federal government requires deceased individuals to file a final income tax return.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like old receipts in a junk drawer.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn how to harness the power of compound interest for your investments.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.