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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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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.