Roethel Financial

Name: Roethel Financial
Address: 933 Center Ave, Oostburg, WI, 53070-1354, US
Telephone: 920-564-3836

933 Center Ave
Oostburg, WI 53070

Phone:

920-564-3836

E-mail:

kimberly@roethelfinancial.com

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Kimberly J. Roethel

Financial Representative

Principal Securities Registered Representative

Investment Adviser Representative

933 Center Ave

Oostburg, WI 53070

Email: Kimberly@RoethelFinancial.com

Randall J. Roethel, CLU®, ChFC®

Sr. Financial Representative

Principal Securities Registered Representative

Investment Adviser Representative

933 Center Ave

Oostburg, WI 53070

Email: Randall@RoethelFinancial.com

Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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