Roth Financial Group, Merritt Island, Florida

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Savings Accumulation

Estimate the future value of your current savings.
Cash Flow Analysis

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

How much can you afford to pay for a car?
Lease Payment

How much would your monthly lease payment be?