Roth Financial Group, Merritt Island, Florida

Newsletters

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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.
Impact of Inflation

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