Randall J. Roethel, CLU®, ChFC®
Senior Agent
Principal Securities Registered Representative
Financial Advisor
Email: Randall@RoethelFinancial.com
Timothy J. Harrison, CFP®, CLU®, ChFC®
Financial Representative
Principal Securities Registered Representative Investment Adviser Representative
Email: Tim@RoethelFinancial.com
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.
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.