"Traversing the economic landscape"
Welcome to the Ostheim Financial Group web site! We are a full service company specializing in retirement and estate planning. Our main goal is to educate and assist individuals in reducing taxes while lowering overall risk and preserving assets.
Jeff Ostheim, president of Ostheim FINANCIAL GROUP, INC., and a Registered Representative of LPL Financial, has been working in the financial services industry for over 25 years. Jeff is dedicated to helping individuals develop sound and comprehensive investment strategy that fits various needs and objectives.
Feel free to browse our site. Knowledge is Power! You will find a variety of articles, research and reports that may help answer a question you have or stimulate another question. If you can not find the answer to your question, or would just like further information, click contact or call us at our toll free number. (1-877-225-2995)
Newsletters
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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.