Roth Financial Group, Merritt Island, Florida

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Car Affordability

How much can you afford to pay for a car?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.