Roth Street Financial
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At Roth Street Financial, you’ll meet retirement professionals who can help you structure everything from your taxes to your investments, so you can build a better financial cushion from the ground up. He graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in finance and has now worked as a financial advisor for over two decades. Joe holds both Series 65 and Series 66 se
Planning For Your Retirement Doesn’t Need to Be Stressful
Successfully laying the groundwork for your retirement plan ideally starts when you are as young as possible.
But even if you’re getting closer to retirement age than you’d like to admit, there’s still time to make a change.
At Roth Street Financial, you’ll meet retirement professionals who can help you structure everything from your taxes to your investments, so you can build a better financial cushion from the ground up.
05/07/2026
Quick question for my favorite : Would you take a 30% pay cut for the rest of your life just to start Social Security early?
Yet that’s exactly what 1 in 4 new retirees did in 2024.
Here’s the latest data + why the trend is actually improving:
https://www.investopedia.com/how-many-people-take-social-security-at-age-62-11961655
Also, remember you can always call us here at Roth Street Financial. Let's set a smart retirement date together, while we create a solid retirement plan for your future.
05/06/2026
Secure your retirement with personalized Midwest expertise and confidence.
For over 20 years, Joe Onopa and Roth Street Financial have helped Wisconsin families and Midwesterners build tax-smart, income-focused retirements.
With offices in Middleton and Brookfield, WI, this boutique firm truly understands how Midwesterners save, spend, and plan — delivering strategies that fit your life, not a cookie-cutter template.
Through a proven process of discovery, analysis, and recommendations, they create your custom Roth Street Financial Blueprint covering retirement income planning, tax-free growth, and comprehensive wealth management.
Ready for clarity and peace of mind in your financial future?
Visit www.rothstreetfinancial.com today and Schedule Your Meeting!
Empowering Wealth & Navigating Futures.
05/05/2026
Hard truth: 43% of Americans aged 55–64 have zero retirement accounts. Median balance for the rest? Just $185,000.
That’s not a scare tactic—that’s the data.
At Roth Street Financial, I see this gap every day. The
reasons are real: (no consistent 401(k), life events,
market timing fears), but the window to fix it is closing.
Full article from Investopedia:
https://www.investopedia.com/many-americans-in-their-late-50s-and-early-60s-arent-ready-for-retirement-heres-why-11947130
, if you’re in this age bracket and want an honest opinion on your numbers, let's talk. Your financial future is worth a conversation.
Many Americans in Their Late 50s and Early 60s Aren’t Ready for Retirement—Here’s Why Americans nearing retirement may not be as prepared as you think. New data shows how many have savings—and how many don’t.
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Madison, WI
53717
