ROI Financial Advisors 4 Lessons Learned From FTX and Enron DOWNLOAD ARTICLE .PDF At its height, Enron was trading at $90.75. By December 2001, its mismanagement was exposed, and its stock plunged to just $0.26. The company declared bankruptcy shortly thereafter. Just last year, FTX started crumbling due to mismanagement in a similar manner, shocking […]
Read MoreROI Financial Advisors Will Resilience Be the Theme for 2023? DOWNLOAD ARTICLE .PDF Cypress trees are brittle and easily snap in a storm, but palm trees can bend when faced with hurricanes. Their long-term strategy is to be flexible enough for unpredictably bad weather. It’s food for thought regarding how we approach our savings […]
Read MoreROI Financial Advisors Preventing Future Financial Regrets DOWNLOAD ARTICLE .PDF What will you regret not doing when you reach the end of your life? Jeff Bezos famously asked himself this before he founded Amazon. This simple question became a framework that he attributes a lot of his success to. You can use this framework […]
Read MoreRequired minimum distributions (RMDs) are the smallest amount that retirees must withdraw from their retirement accounts every year starting at around 72 years of age. As you approach retirement, it’s important to start thinking about how RMDs will affect your finances. And even if retirement is far in the future, it’s important to know how […]
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Read MoreInterested in maximizing your tax savings for the year? There are quite a few new, expanded, and lesser-known tax deductions that could help cut down on your taxes owed. Here’s a quick look at five deductions, their key details, and how to know if you could leverage them to save when you file: […]
Read MoreSome retirement expenses are easy to plan for. You’ve probably considered how your healthcare needs may change, or whether living expenses may be higher or lower than before. But some aspects of retirement aren’t obvious in your working years — and many savings strategies don’t incorporate them as a result. Here are a few expenses […]
Read MoreWhat are your financial goals? The answer to that question will change through life, but this handy guide can help you and your loved ones plan for every stage. Ages 0 to18: Become Financially Literate Start the practice of budgeting and saving personal income (e.g., gifts, allowance) early. Whether planning to go to college or […]
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Read MoreWinning the lottery can be a dream come true, but it often ends up being a short-lived one — about 70% of lottery winners go broke within just a few years.But there’s a silver lining in the financial lessons lotto winners learn the hard way. By identifying common challenges that their stories highlight, we can […]
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