Rohn Financial Strategies, Inc.

lnsurance * Pensions * Investments

Individuals

We are independent Financial Advisors who specialize in helping our clients achieve their financial goals.  We offer a wide range of investment and insurance products such as managed money, mutual funds, annuities, life and health insurance. For information on specific products and services, go to Investments and Insurance.

Businesses

Our group department offers innovative group medical, dental, voluntary, and retirement plans for businesses with five or more employees. We have a proprietary program to analyze our client’s needs and benefit options. To learn more about our employee benefit services and products, go to Group Benefits.

Featured Article:

Calculating Cost Basis Gets Easier This Year

Anyone who has ever been baffled by calculating the net proceeds from the sale of an investment will find some relief, starting with the 2011 tax return due April 17. . . .read more

Take advantage of the tools available on the website to manage your finances, and research current Health Care Reform.

  • Keep current on with Market Reviews and Health Care Reform developments
  • Get Consumer Alerts on the latest news topics
  • Use the stock market features to monitor the market and manage your personal investment portfolio.
  • Use the financial calculators can help you with your financial decision-making.
  • Research financial topics using the library of articles.
  • Request information and order custom quotes on a number of products.

To subscribe to our free monthly email newsletter, "The Rohn Report",  or Flash Alerts, email us with Rohn Report or Flash in the subject line. 
Calculators

Impact of Inflation

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

More Newsletters →