Roth Financial Group, Merritt Island, Florida

Newsletters

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there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Lifetime Earnings

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cash Flow Analysis

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