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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.

What to Know About Lending to Family

Financial security brings peace of mind. When you don’t have to worry..

Strategies for Managing Lifestyle Inflation

More money means more spending power. When a promotion at work or..

Estate Planning in 2021 and Beyond

The new administration has proposed tax changes that could affect estate planning..

Taking a Closer Look at Cryptocurrency

What do you know about cryptocurrency? Though it’s a hot topic much..

How High Earners Can Save for Retirement

How much do you earn each year? The answer to that question..

What to Know About Custodial Accounts

Are you wondering about different ways to invest in your family’s future? ..

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