Roth Financial Group, Merritt Island, Florida

Newsletters

What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Savings Accumulation

Estimate the future value of your current savings.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.