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 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.Read More
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.
Understanding how a stock works is key to understanding your investments.
Four vacation destinations you might never have thought of.
A look at how variable rates of return impact investors over time.
The federal government requires deceased individuals to file a final income tax return.
Earnings season can move markets. What is it and why is it important?
Net Unrealized Appreciation and how it affects tax responsibilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a quick guide to checking to see if you have unclaimed money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When you retire, how will you treat your next chapter?