Roth Financial Group

14/10/2026

It's National Dessert Day!!! Dive in and grab something sweet! What's your favorite dessert?

13/10/2026

There's a stretch of about ten years around retirement that could shape the decades that follow. Some call it the Retirement Red Zone.

Meet the Retirement Red Zone.

12/10/2026

Happy Columbus Day! We are closed today, Monday, October 12th in observance of the federal holiday.

09/10/2026

We will be closed Monday, October 12th in observance of the federal holiday.

08/10/2026

08/10/2026

Ohhhh man, it's Fluffernutter Day!! National Fluffernutter Day celebrates the beloved sandwich of peanut butter and marshmallow fluff every October 8. This nostalgic treat, especially popular in New England, brings back sweet childhood memories. Gather your ingredients, spread the joy, and share your favorite Fluffernutter creations!

Beach

07/10/2026

Jobs shifting at KSC (and Health First too). Let's get together to make sure that your 401k is handled correctly. A job change can trigger important decisions about your retirement savings. We can help you understand rollover options, potential taxes, and possible early-withdrawal penalties before you make a move.

06/10/2026

Two retirees with similar savings, spending habits, and long-term returns could still end up in very different places. The order in which returns arrive may explain part of that gap.

Even if they saved the same amount.

29/09/2026

🚨 Scam Alert: Protect Our Seniors 🚨
Scammers are increasingly targeting older adults—and they’re getting more convincing. Let’s look out for our loved ones and help keep them safe.
💻 Common scams to watch for:
• Phone calls pretending to be from the IRS, Social Security, or law enforcement (Imposter Scams)
• “Grandparent scams” where someone pretends to be a relative in trouble
• Fake tech support pop-ups asking for remote access
• Romance Scam
• Social Security Scam
🚩 Red flags:
• Urgent demands for money or personal information
• Threats or pressure to act quickly
• Requests to keep things secret from family
• Unfamiliar numbers or suspicious emails/links
✅ How to stay safe:
• Never give personal or financial info over the phone
• Hang up and verify the caller with a trusted number
• Talk to a family member or friend before sending money
• Report suspicious activity to local law enforcement
• Listen to your gut instinct; if there is a doubt, there is no doubt!
💙 Reminder: It’s okay to pause, question, and double-check. A legitimate organization will never rush or pressure you.