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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.

Comparing Annuities and Life Insurance

As you plan your financial future, you will learn about many different..

What to Know About Risk Tolerance

Conventional wisdom suggests that younger investors can afford to take more risks..

Just Married? It’s Time to Talk Money

Have you and your new spouse talked about money? The wedding and..

How to Make the Most of an Inheritance

Receiving an inheritance can be both emotional and overwhelming. While it may..

Smart Money Moves to Make Before 40

Hitting 40 is a major milestone — and it’s also a good..

6 Smart Ways to Use Your Tax Refund

Tax season is over, and if you’re expecting a refund, you might..

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