Roth Financial Group, Merritt Island, Florida

Newsletters

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.
The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Disability Income Insurance

How much Disability Income Insurance do you need?