Stephen Ruhmel 
16041 Rosemallow La.
Alva,
FL
33920
Phone:
- 239-689-8556
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Determine whether you should consider refinancing your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much life insurance would you need to produce a sufficient income stream for your family?