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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A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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.
5 Keys to Fiscal Fitness
These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.
2016 Tax Data You Should Know
Like it or not, taxes are part of life. Understanding them could help your tax-saving strategy.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Insurance Planning Following Divorce
If you are recently divorced, take steps to ensure that you are properly protected.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Why, What and How of Life Insurance
The Why, What and How of Life Insurance
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.