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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Recent changes in estate tax laws could affect the strategy you have in place.
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate