Category: Goals

ROI Financial Advisors When should you update beneficiaries? DOWNLOAD ARTICLE .PDF You likely designated beneficiaries when you initially purchased a life insurance policy and opened your retirement accounts.   But, as life goes on, you may wish to change one or more of your beneficiaries. Keep reading for answers to a few questions you may […]

ROI Financial Advisors 5 Strategies for Asset Protection DOWNLOAD ARTICLE .PDF You’ve worked hard to build your portfolio and safeguard your assets over time.    Lawsuits, divorce and taxes can threaten the assets you hold. But as you build your wealth, you can also use various strategies to protect what you’ve earned.   These tips […]

ROI Financial Advisors 5 Signs You’re Financially Stable DOWNLOAD ARTICLE .PDF You don’t have to be wealthy to be financially stable. Financial stability can mean a lot more than that — like being able to afford your current lifestyle or saving up for your future.  What are some of the signs that you’re financially stable? […]

ROI Financial Advisors 4 Early Tax Preparation Tips DOWNLOAD ARTICLE .PDF Are you ready for tax season? Whether you want to file early or be ready for the April 15 deadline, getting an early start can take a lot of the stress out of preparing and filing your taxes.  Get a jumpstart on your taxes […]

ROI Financial Advisors Your Early Retirement Checklist DOWNLOAD ARTICLE .PDF Having the free time to travel, explore hobbies and see your loved ones are among the top reasons people dream of early retirement. But how realistic is early retirement for you?   Answering the following questions could help you determine if retiring early is right […]

ROI Financial Advisors Gift Tax Exclusion FAQs DOWNLOAD ARTICLE .PDF If gift-giving is on your mind this holiday season, it is also time to think about the federal gift tax. If you give money or property to a loved one, you may owe the IRS.    Here are helpful answers to some common questions people […]

ROI Financial Advisors How to Calculate Your Net Worth DOWNLOAD ARTICLE .PDF Your net worth is a measure of your total assets minus your liabilities. While that sounds easy enough to determine, you have to consider more than what is in your bank account. How can you calculate your net worth?   Add Up Your […]

ROI Financial Advisors 3 Retirement Trends to Watch in 2024 DOWNLOAD ARTICLE .PDF Many of us have a picture of what the average retiree looks like, but the way people view retirement and how they want to spend their golden years is changing in some ways. These three trends might shed some light on what […]

ROI Financial Advisors What to Know About Passing Down Property DOWNLOAD ARTICLE .PDF Do you want to keep your home in the family? You have several options to pass down property, but it is important to consider what option works best for your loved ones.   How can you pass down property?   Your Will: Your […]