The Roth Financial Group

International Women’s Day reminds us that retirement isn’t one-size-fits-all. While saving early is universal advice, women face unique challenges. Learn the 5 key factors every woman should plan for to secure a stronger financial future. Read more here: https://lnkd.in/edvSsCiG #WomenInFinance #WomensHistoryMonth #InternationalWomensDay

Roth Financial is thrilled to be a sponsor of the April Fools’ Open Pickleball Tournament at Camp Pickleball! ???? We can’t wait to see all the action, competition, and fun from April 3rd-6th in Plainville, CT! ?? Opportunity to win prizes ?? Divisions for juniors, singles, doubles & mixed ?? 17 Northwest Drive, Plainville, CT Register now at pickleballbrackets.com and tag your pickleball partner to join in! See you on the courts! #RothFinancial #PickleballTournament #AprilFoolsOpen #CampPickleball

?? This Month's Team Spotlight: Roth Financial's Director of Operations, Kaitlin Fratea, CLF?! ?? Katie began her journey in financial services as a Northwestern Mutual intern in 2014 while attending Central Connecticut State University. After graduating in 2015, she gained valuable experience as a Financial Representative before joining Roth Financial in 2017 as our Director of Insurance Operations. Today, she plays a key role in servicing all insurance and risk-based needs while helping to develop strategic plans for our clients. Her vast experience across different areas of the business makes her an invaluable part of our team! Outside of work, Katie enjoys spending time with her husband and daughter, cheering on her favorite football team, attending concerts, and hanging out with her dog, BoJackson. ?????? ?? Best financial advice she’s ever received? “Live your life within your limit.” A simple yet powerful reminder that smart financial decisions start with balance. #TeamSpotlight

We’re all influenced by our parents and grandparents. They passed along attitudes and values that can provide life lessons. And when it comes to money, some of us have great examples to imitate. Some parents saved for their retirement and could help their kids with a little cash. But many of us weren’t so lucky. Our parents stored away their cash or put money in a savings account without much interest. Sure, it’s good to have some money set aside, but a different approach can help your money grow. With a solid plan for growth, you can look ahead to milestones that reflect your values. Click here to read more: https://lnkd.in/eaHYQwhR

We’re excited to welcome Jason to the team as an Entity Advisor! Originally from Cheshire, CT, Jason attended Western New England University, where he excelled both academically and athletically—earning the Most Outstanding Student in Finance award while also being recognized as an All-Conference Safety and CCC Scholar Athlete of the Year. With his dedication, drive, and financial expertise, we know Jason will be an incredible asset to our team. #NewTeamMember

No matter where you’re starting from, the right plan can help you create the ending you want. Let’s build your financial future—starting today.

Roth Financial Partner Alexander Roth, CFP?, ChFC?, RICP? was courtside for an unforgettable night as UConn battled to an 72-61 victory over DePaul! ????#UConnNation #RothFinancial

For people who carry personal debt, 29 percent of their monthly income goes toward paying it off. And there’s significant urgency to do so, with 64 percent of adults saying they prioritize paying down debt versus just 36 percent who put saving first. While reducing debt is important, so is saving. That’s because saving can help you maintain a buffer in an emergency, achieve big life goals (like buying a home, starting a family, or retiring), and build long-term wealth. Check out these interesting stats on Americans carrying a debt, and how you can rework your plan in the new year to ensure that saving is a top priority.

Congratulations Kaitlin Fratea, CLF? on your designation! We are so lucky to have you on the team. #growth #CLF #designation #Americancollege

Today, we honor the life and legacy of Dr. Martin Luther King Jr. His dream of equality, justice, and unity inspires us to strive for a better tomorrow. Let’s celebrate his vision by spreading kindness, fostering understanding, and continuing the fight for a better world for us all. #MLKDay