Interested 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 […]
Read MoreWe 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, […]
Read MoreTune 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
Read MoreEconomic 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 […]
Read MoreROI 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
Read MoreROI 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
Read MoreMost 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 […]
Read MoreIt’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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