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
-
Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
-
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
-
A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?