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

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

More Newsletters →