Roth Financial Group, Merritt Island, Florida

Newsletters

How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Investing with Market Cap in Mind

Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
Locked Out? How to Break Into Today’s Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Loan Payoff

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?