Douglas A. Schmidt, RFC

10/11/2019

03/01/2019

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

02/27/2019

The key to in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

02/25/2019

If you don’t have an strategy, here’s some reasons why you should.

Do you have an estate strategy? You should.

02/22/2019

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

02/20/2019

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

02/18/2019

The IRS does not exempt children who have income from the obligation to file a tax return because of age.

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

02/15/2019

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.