KorthaseFlinn Insurance & Financial Services helps provide peace of mind by preparing and protecting our clients from life’s uncertainties. In addition to professional advice, our professionals offer a wide range of financial services and products to assist individuals and businesses with their needs for insurance, investments, retirement planning, wealth preservation, tax management, and estate planning.
Our advisors engage clients in a manner that helps them more clearly understand the opportunities and potential rewards that are available when a proactive approach is taken to their personal financial situations.
The advisors at KorthaseFlinn are committed to providing the highest quality information, services, and products available. This is true whether you are in the early stages of your financial planning and seek to gain a basic understanding of financial management concepts, or you are further along and require advice in preparing and executing a comprehensive wealth management plan.
Newsletters
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?