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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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.