Roth Financial Group, Merritt Island, Florida

Newsletters

Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.
How Savers and Spenders Can Meet in the Middle

Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?