Doreen E Schmidt Investments and Insurance is a comprehensive financial services firm committed to helping existing and new clients improve their long term financial success.
Our goal is to grow and conserve our clients’ wealth by consistently delivering quality financial strategies, estate and legacy preservation solutions, insurance planning, and personalized service tailored to the needs of each individual client.
We encourage you to explore our site and learn more about the services we provide. To speak with us about your current financial situation or to schedule an appointment, send us an email or give us a call at (763) 571-5633.
Our Company
Doreen E. Schmidt Investments and Insurance is a comprehensive financial services firm committed to helping existing and new clients improve their long term financial success.
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Meet Our Team
Our staff consists of experienced professionals who take a "hands on" approach to financial guidance. Our clients find our team members knowledgeable and they also discover that they genuinely care about helping make their dreams a reality. We have earned a reputation for service excellence among our clients by providing some of the most personalized services available. Our dedication to follow up support and service is a commitment to all our clients.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?