Randall J. Roethel, CLU®, ChFC®
Senior Agent
Principal Securities Registered Representative
Financial Advisor
Email: Randall@RoethelFinancial.com
Timothy J. Harrison, CFP®, CRPC®, CLU®, ChFC®
Financial Representative
Principal Securities Registered Representative Investment Adviser Representative
Email: Tim@RoethelFinancial.com
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.