Roth Financial Group, Merritt Island, Florida

Newsletters

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.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

Life Expectancy

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

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.