Roth Financial Group, Merritt Island, Florida

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.