Roth Financial Group, Merritt Island, Florida

Newsletters

Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Home Appliance Economics

The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Voluntourism: A Vacation That Makes a Difference

A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Federal Income Tax

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Life Expectancy

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