Blog

Financial Fraudsters Preying on Boomers & Elders

If something sounds too good to be true, guess what: it probably is.

 

Provided by Damian Rothermel CFP®

   

Look who decided to check in on your investments

Look who decided to check in on your investments!

 

Getting a Jump on Tax Season

Annual Holiday Party and Food Drive

 

 

 

Thank you everyone who made it out to our holiday party on December 10th.

It was great to see you all and share some holiday cheer! The weather cooperated and we were able

Financial Considerations for 2015

Is it time to make a few alterations for the near future?

 

Provided by Damian C Rothermel, CFP®

                       

Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths

Certain misconceptions ignore the realities of retirement.

Provided by Damian Rothermel, CFP®

  

Less Protection for Inherited IRAs

Less Protection for Inherited IRAs

They are no longer exempt from creditors & bankruptcy proceedings.

 

Provided by Damian Rothermel CFP®

   

Couples Retiring on the Same Page

Couples Retiring on the Same Page

Agreeing about what you want from retirement is crucial.

 

Provided by Damian Rothermel CFP®

   

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Damian Rothermel is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Rothermel Financial Services is not affiliated with USA Financial Securities.

Damian Rothermel is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ; CA; HI; OH; OR; TX; WA. For investment advisory services these states include: AZ; CA; HI; ID; OH; OR; SC; WA.  Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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