LPL Financial

Stephen Ruhmel

16041 Rosemallow La. Alva, FL 33920

Phone:

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Tax-Deferred Savings

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

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