Roth Financial Group, Merritt Island, Florida

Newsletters

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.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Cost of Retirement

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

This calculator can help you estimate your annual federal income tax liability.
Cash Flow Analysis

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