Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Cash Flow Analysis

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

How Long Will Your Funds Last?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?