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

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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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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