Roth Financial Group, Merritt Island, Florida

Newsletters

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.