Roth Financial Group, Merritt Island, Florida

Newsletters

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.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

Life Expectancy

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

This calculator is designed to help you attach a dollar figure to your life’s work.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
LTCI Cost of Waiting

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