Roth Financial Group, Merritt Island, Florida

Newsletters

Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Savings Accumulation

Estimate the future value of your current savings.
Car Affordability

How much can you afford to pay for a car?
Mortgage Acceleration

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