Roth Financial Group, Merritt Island, Florida

Newsletters

How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Why Renters Should Have Their Own Insurance

Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Savings Accumulation

Estimate the future value of your current savings.