News | Events | Podcasts

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..

Podcast Ep. 1: Bookkeeping – The Rhythms and Myths with Eric Johnisee

PODCAST: EP. 1 Bookkeeping – The Rhythms and Myths with Eric Johnisee

How Does Dollar-Cost Averaging Work?

Investing can feel complicated, but there are simple ways to get started…

Should you delay taking Social Security?

Social Security benefits are an important source of income for many people…

ROI Financial Featured in – Portland Monthly – Summer 2026

We’re excited to share that ROI Financial Advisors has been featured in…

What money moves should graduates make?

Graduating from college is an exciting achievement, but it’s often quickly followed…

Plan for 5 Unexpected Retirement Costs

Building a retirement budget can take a lot of hard work and…

Categories

Archives