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Stay informed with insights, updates, and resources from ROI Financial. Our articles cover planning, investing, and tax strategies—giving you the knowledge to make confident financial decisions on your wealth-building journey.

Are Your Beneficiaries Up to Date?

DOWNLOAD ARTICLE .PDF Naming beneficiaries is one of the simplest ways to..

Reset Your Finances in 15 Minutes

DOWNLOAD ARTICLE .PDF What are your goals for 2026? Now is a..

4 Easy Financial Resolutions for 2026

New Year’s resolutions often fade as quickly as they’re made. Usually, the..

2025’s Biggest Financial Takeaways

As 2025 comes to a close, many economic trends have reminded us..

Making Sense of Annuities at Year-End

Uncertain markets can leave retirement plans feeling unsettled. Annuities are one option..

What to Do if Your Identity Is Stolen

The FBI’s Internet Crime Complaint Center received more than 20,000 reports of identity theft..

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