We’re excited to share that ROI Financial Advisors has been featured in the Summer 2026 issue of Portland Monthly Magazine.
ROI Financial Featured in – Portland Monthly – Summer 2026
Should you delay taking Social Security?
Social Security benefits are an important source of income for many people in their retirement years.
You can begin taking those benefits at age 62, or you can wait until your full retirement age of 67. You should know: If you take your benefits before your full retirement age, they will be reduced.
How Does Dollar-Cost Averaging Work?
Investing can feel complicated, but there are simple ways to get started and build good habits without the stress. Dollar-cost averaging (DCA) can help you stay disciplined and help you navigate the unpredictable nature of the market.