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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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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.