Category: Goals

ROI Financial Advisors Is Your Money Working for You? DOWNLOAD ARTICLE .PDF A fisherman and a businessman cross paths, and he asks how the fisherman spends his time. The fisherman describes days filled with a little bit of fishing, sleep and time spent with his family and friends.    “You could catch more fish. You […]

ROI Financial Advisors How to Protect Yourself from Scams DOWNLOAD ARTICLE .PDF The Federal Trade Commission found that people lost $8.8 billion to fraud last year, up more than 30% from 2021. Anyone can become a victim of fraud, but learning how scammers work and taking a few preventative actions can help you avoid common scams.    […]

ROI Financial Advisors Newlywed Finance 101: 4 Fundamentals DOWNLOAD ARTICLE .PDF An important part of being married is sitting down together and talking about your finances. Whether you are a newlywed or you know newlyweds who are looking for insights, these tips can help get the conversation started.   1. Discuss your goals as a […]

ROI Financial Advisors You Missed the Tax Deadline. What Now? DOWNLOAD ARTICLE .PDF If you have missed the April deadline to file your taxes, don’t panic — you can easily get back on track.    Here’s a quick overview of the potential penalties for filing late and what to do after the deadline to avoid […]

ROI Financial Advisors Claiming Social Security While Working DOWNLOAD ARTICLE .PDF Understanding when and how to claim Social Security benefits isn’t always straightforward, especially if you plan to continue working. While you can start collecting benefits as early as age 62, continuing to work before you reach your full retirement age (FRA) may impact how […]