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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.

Newlywed Finance 101: 4 Fundamentals

An important part of being married is sitting down together and talking..

You Missed the Tax Deadline. What Now?

If you have missed the April deadline to file your taxes, don’t..

Claiming Social Security While Working

Understanding when and how to claim Social Security benefits isn’t always straightforward,..

Trusts: Different Types, Uses & Examples

Even middle- and upper-income earners face retirement risks. What are some of..

3 Costs Retirement Planning Can Miss

Some retirement expenses are easy to plan for. You’ve probably considered how..

4 Lessons Learned From FTX and Enron

At its height, Enron was trading at $90.75. By December 2001, its..

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