Douglas A. Schmidt, RFC

Douglas A. Schmidt, RFC I focus on helping individuals plan, prepare and manage their retirement income, asset management an

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

The key to in retirement might be a patchwork of different choices.
02/27/2019

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

What is your plan for health care during retirement?

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

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

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

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

Are you ready for school—again?
02/15/2019

Are you ready for school—again?

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

You face sequence of returns risk. Know what it is?
02/13/2019

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The has a long and storied history, from the Dutch East India Company to Wall St.
02/11/2019

The has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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6401 East Kathleen Road
Fountain Hills, AZ
85268

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