Roth Financial Group, Merritt Island, Florida

Newsletters

Charitable Gifts of Life Insurance

Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.
Do You Know Your Medicare Coverage Options?

There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.
Eight Great Investing Quotes

This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Car Affordability

How much can you afford to pay for a car?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?