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
-
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
-
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.