Rotman & Associates
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Our Commitment
Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities. To the Comm
03/26/2026
Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore strategies for your situation and giving goals.
Use this simple 2026 timeline to help you stay organized, confident, and ready to have important financial conversations throughout the year. https://bit.ly/4t9EA4u
03/25/2026
For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Let’s talk about adding guaranteed retirement income to your plan to help ease those fears.
Last week, markets fell for a fourth straight week as tensions with Iran and higher oil prices drove volatility. Rising energy costs reignited inflation concerns, pushing Treasury yields to multi‑month highs and reinforcing a cautious Fed tone. Read this week’s market perspective to learn more.
03/23/2026
With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income you generate in retirement. By working with me and your tax advisor to implement an asset location strategy, you can diversify sources of income that help manage tax liability and the timing of tax payments. Let’s review together — comment below or reach out directly.
03/23/2026
With higher contribution limits and new Roth catch-up rules under SECURE 2.0, this year brings important changes to workplace retirement plans.
Learn more at https://bit.ly/4bWDdQR and consult your tax advisor for advice on your situation.
03/19/2026
May this Eid bring happiness, harmony, and prosperity to you and yours.
Last week, markets remained volatile as Iran related tensions drove oil price swings, pressured equities, and lifted bond yields. While inflation showed signs of easing, higher energy prices renewed near term inflation concerns and tempered expectations for 2026 rate cuts. Learn more with this week’s market perspective and key insights.
03/17/2026
Celebrating the spirit of St. Patrick’s Day — joy, unity, and a little luck!
03/12/2026
Explore tips that could help reduce taxable income or identify potential tax credits — then connect with me and your tax advisor to see what applies to you.
https://bit.ly/4lmGsnI
Plan confidently. Use this 2026 Tax Readiness Playbook to help plan and stay ahead of key tax law changes and opportunities all year long.
https://bit.ly/3OWqXXJ
03/11/2026
Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that you can be confident of.
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Telephone
Address
621 NW 53rd Street Suite 125
Boca Raton, FL
33487
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |