No matter how much you’ve thought about retirement already, it can be easy to overlook some of the details that will make your post-employment years run smoothly. You probably have the basics covered, but be sure your plans and projections factor in everything you need for a streamlined, enjoyable transition. Want to make sure you’re […]
Read MoreAS SEEN IN Fortune, Entrepreneur & Bloomberg Businessweek PORTLAND FINANCIAL Interview with ROI Financial Advisors, LLC,Managing Member, Founder, and InvestmentAdvisor Representative Lance Jarl Johnson.
Read MoreAre you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues and more can put stress on your budget. But, planning ahead can help you handle the unforeseen if and when it does arrive. Here are a few steps to consider in these early weeks of […]
Read MoreCareful planning for tax season can help to make the process as easy and stress-free as possible. What do you need to know about getting your 2021 taxes in order? Here are a few key details to keep in mind for this year. And, as always, reach out if you would like to check in.
Read MoreWhen it comes to finances, it can be challenging to find the right balance as a parent. How much should you talk about money with your children, and what information should you share? If you want your kids to become financially savvy adults, you may want to start discussing a few basics with them when […]
Read MoreDo you have an investment property you’re thinking of selling? Or are you thinking of downsizing soon? It’s important to understand the costs associated with selling a property. Specifically, how will this step impact your taxes? If you’re planning to sell soon or just wondering how it will work when you do, here are a […]
Read MoreAfter years of careful saving and investing, you’re finally ready to retire. And as you enjoy your post-working life, you’ll need to determine how to maximize your retirement funds. While certain retirement accounts, like IRAs, 401(k)s and 403(b)s, come with required minimum distributions, you also likely have discretion over how much to withdraw overall and […]
Read MoreHave you and your spouse ever disagreed about money? You’re not alone. Shared finances can be tricky, and many couples run into a conflict or two. While there is no single formula for sharing finances successfully, communication is essential in every partnership. Not sure where to start? Discuss these four big financial topics to help […]
Read MoreRetirement is a milestone achievement, and it’s often a challenge to settle on the right time to leave the workforce. Many people even change their minds and decide to “unretire” after a few months or years, whether to find fulfillment from working or add to their income stream. Of course, coming out of retirement comes […]
Read MorePassing family property down through the generations is a wonderful way to honor all the memories made in your home. Plus, your kids will get to keep making new memories in this well-loved space. If you want to leave your heirs property — whether a year-round home or a vacation property — you will have […]
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