LPL Financial

Stephen Ruhmel

16041 Rosemallow La. Alva, FL 33920

Phone:

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Savings Accumulation

Estimate the future value of your current savings.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.