Financial Reports

Make Better Informed Decisions About Your Financial Future

At Rothermel Financial Services, we strive to keep you informed about the issues that could impact your quality of life in retirement. Through financial education, we believe you can make better, more well-informed decisions about your financial future.

By reading our financial reports, you’ll gain access to a wealth of information that can help guide you toward the retirement you’ve always envisioned. Whether you want to learn how to reduce your exposure to stock market risk or how fixed-income investments can help you generate reliable income for retirement, our financial reports are a great resource.

The Income Generation Report

For every American born in or before 1970, there’s what many consider a more secure, less stressful, and perhaps even more lucrative method of providing for yourself in retirement. If you are 50 years old or older, you’re in the home stretch to retirement and you must protect what you...

The Case For Fixed Income

Since life expectancy has increased and people can now expect to enjoy 30 years or more of retirement, it is imperative for anyone over the age of 50 to establish their own renewable streams of income to cover the costs of enjoying more time in their retirement. Read more to...

10 Warning Signs of Working With The Wrong Financial Advisor

Are you working with the wrong financial advisor? Is he still the advisor best qualified to help you meet your retirement goals—and to do so with confidence and peace of mind? It’s a crucial question, so we’ve compiled a list of “10 Signs You Might Be Working with the Wrong...

Bonds vs Bond Mutual Funds

Bond mutual funds carry risks, costs, and tax implications that can be significantly reduced by investing in a portfolio of individual bonds, and bond-like instruments. Our Bonds vs Bond Mutual Funds report reveals the dangers that lurk in bond mutual funds—and explains how an actively managed portfolio of individual bonds...