Emil Rummel Agency, Inc. — Financial Planning & Investment Division
Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.
That's where Emil Rummel Agency, Inc. can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.
Call 989-652-6104 today and ask to speak with Ed Foltz, Certified Financial Planner™.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Earnings season can move markets. What is it and why is it important?
Simple steps may help you foil hackers and protect your privacy.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
In the face of divorce, making changes to insurance coverage may be overlooked.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.
Investors seeking world investments can choose between global and international funds. What's the difference?