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
Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.
Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
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.