Welcome to The Ostrove Group
The Ostrove Group Incorporated was established in 1965 by Mitchell Wm. Ostrove, CLU, ChFC. An acknowledged authority in the areas of business insurance, estate planning and financial analysis, he has spoken extensively throughout the United States and Internationally.
The Ostrove Group is a comprehensive planning organization for businesses, families, and high net worth individuals. By focusing on the areas of employee benefit plans, business and estate planning, and investment opportunities we assist our clients in saving money and helping to achieve their goals.
Check the background of Ameritas Investment Company, LLC., or this investment professional on FINRA's BrokerCheck http://brokercheck.finra.org
Newsletters
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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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.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.