Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.