Roth Financial Group, Merritt Island, Florida

Newsletters

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Life Expectancy

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