A Lifetime’s Worth of Financial Goals

What 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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5 Things to Avoid Including in Your Will

We all know the scene: A grieving family gathers in a room for the reading of their relative’s will. It lists who inherits what, and perhaps some detailed instructions for the funeral. Would you be surprised to learn that this common scene is an unrealistic portrayal of how wills work in estate planning? In fact, […]

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58. SPECIAL GUEST SERIES 3 OF 3 – THE FUTURE OF JOURNEY TO INFLUENCE WITH SARAH VANHOOSE

Tune in today as Lance, Rob, and Adrian interview Sarah VanHoose. Sarah is a Ramsey Preferred Financial Coach with over 20 years of experience leading teams. She’s now on a mission to help others who are ready to get help with their finances once and for all. Her goal is to help people like you, stress less about your money by making a plan and walking you through encouraging accountability. Neither Sarah VanHoose nor Dave Ramsey’s Financial Coach Master Training are affiliated with ROI Financial Advisors, LLC. Dave Ramsey’s Financial Coach Master Training requires no certifications or licenses. Coaches do not sell financial products; they help people with day-to-day money problems. Connect with Sarah: http://www.myjourneytoinfluence.com Instagram @journeytoinfluence Sarah@myjourneytoinfluence.com 503-961-4062 https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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A Parent’s Guide to Supporting Young Adults

Economic factors are forcing many young adults to turn to their parents for continued financial support. Just last year, 58% of 18- to 24-yearolds in the U.S. lived with their parents. As this trend continues, more parents are providing financial support that they didn’t plan for. In addition to the impact this can have on […]

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57. SPECIAL GUEST SERIES 2 OF 3 – THE BUSINESS JOURNEY TO INFLUENCE WITH SARAH VANHOOSE

ROI DISCLOSURES:https://tinyurl.com/mr45sste Tune in today as Lance, Rob, and Adrian interview Sarah VanHoose. Sarah is a Ramsey Preferred Financial Coach with over 20 years of experience leading teams. She’s now on a mission to help others who are ready to get help with their finances once and for all. Her goal is to help people just like you, stress less about your money by making a plan and walking you through encouraging accountability. Neither Sarah VanHoose nor Dave Ramsey’s Financial Coach Master Training are affiliated with ROI Financial Advisors, LLC. Dave Ramsey’s Financial Coach Master Training requires no certifications or licenses. Coaches do not sell financial products; they help people with day-to-day money problems. Connect with Sarah: http://www.myjourneytoinfluence.com Instagram @journeytoinfluence Sarah@myjourneytoinfluence.com 503-961-4062 https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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56. SPECIAL GUEST SERIES 1 OF 3 – A JOURNEY TO INFLUENCE WITH  SARAH VANHOOSE

ROI DISCLOSURES: https://tinyurl.com/5sprk9jh Tune in today as Lance, Rob, and Adrian interview Sarah VanHoose. Sarah is a Ramsey Preferred Financial Coach with over 20 years of experience leading teams. She’s now on a mission to help others who are ready to get help with their finances once and for all. Her goal is to help people just like you, stress less about your money by making a plan and walking you through with encouraging accountability. Neither Sarah VanHoose nor Dave Ramsey’s Financial Coach Master Training are affiliated with ROI Financial Advisors, LLC. Dave Ramsey’s Financial Coach Master Training requires no certifications or licenses. Coaches do not sell financial products; they help people with day-to-day money problems. Connect with Sarah: http://www.myjourneytoinfluence.com Instagram @journeytoinfluence Sarah@myjourneytoinfluence.com 503-961-4062 https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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Why Some Savers Postpone Retirement

Most people look forward to retirement. However, a surprising number of people find themselves hesitating to start their golden years -– or even “un-retiring” a few years in. There are several reasons why someone would hold off on retiring, and not all are financial. Learn about the main reasons people postpone their retirement and how […]

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Maintaining a Healthy Money Mindset

It’s hard to find any good news about finance these days. Market forecasters are starting to use the dreaded “r” word to describe the economy and headline after headline is doom and gloom. A healthy wealth mindset can help you keep your eye on the prize even when the market flinches. You can always reach […]

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Life-Proofing Your Retirement Savings

There’s no crystal ball that can predict life’s unexpected twists and turns. But when life changes hurt your hard-earned nest egg, shrugging and saying “c’est la vie” is not a viable solution. Luckily, we can always prepare for the unexpected — no crystal ball required. Let’s take a look at some common retirement planning setbacks […]

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Don’t Fall for These 5 Finance Faux Pas

Money management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term financial health start at our high points — and go unnoticed because of it.Have you ever fallen for these financial mistakes? It happens to the best of us. Thankfully, they can be easy to avoid:

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