Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

Impact of Inflation

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

How much do you need to save each year to meet your long-term financial goals?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Lease Payment

How much would your monthly lease payment be?