More money means more spending power. When a promotion at work or a lucrative investment puts more money in your pocket, you’re naturally inclined to treat yourself. But are you still finding the right balance between spending and saving for the future? Read more in the ROI Financial PDF file below
Read MoreThe new administration has proposed tax changes that could affect estate planning for the wealthy. While these proposals may not pass, they offer an important reminder. No matter what, it’s important to remain alert to how the tax code can affect investments and the assets we want our families to inherit. And while it’s hard […]
Read MoreWhat do you know about cryptocurrency? Though it’s a hot topic much discussed by some investors, this relatively new digital currency remains potentially confusing. Gain a clearer understanding of Bitcoin and other types of cryptocurrency with these frequently asked questions. What is cryptocurrency?Cryptocurrency, often shortened to just “crypto,” is a type of unregulated virtual currency. […]
Read MoreHow much do you earn each year? The answer to that question can affect how you approach saving for retirement. If you earn above a certain amount, you cannot make direct contributions to a Roth IRA, for example. Are you wondering about the retirement savings options for high earners? Here are a few details to […]
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