5 Financially Smart Graduation Gifts

ROI Financial Advisors 5 Financially Smart Graduation Gifts DOWNLOAD ARTICLE .PDF With graduation season upon us, it’s time to celebrate the achievements of our college graduates and support them on their journey into the next phase of their lives.    While cash is often the go-to gift, there are other thoughtful and impactful financial gifts […]

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Is Your Money Working for You?

ROI Financial Advisors Is Your Money Working for You? DOWNLOAD ARTICLE .PDF A fisherman and a businessman cross paths, and he asks how the fisherman spends his time. The fisherman describes days filled with a little bit of fishing, sleep and time spent with his family and friends.    “You could catch more fish. You […]

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75. NEGOTIATING THE DEAL – WHEN TO WALK AWAY

Links & Resources Mentioned: https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer www.getrichslowpodcast.com Episode 75 Transcript Coming Soon.

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72. WHAT WE CAN LEARN ABOUT LOTTERY WINNERS.

Links & Resources Mentioned: https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer www.getrichslowpodcast.com Episode 72 Transcript Coming Soon.

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How to Protect Yourself from Scams

ROI Financial Advisors How to Protect Yourself from Scams DOWNLOAD ARTICLE .PDF The Federal Trade Commission found that people lost $8.8 billion to fraud last year, up more than 30% from 2021. Anyone can become a victim of fraud, but learning how scammers work and taking a few preventative actions can help you avoid common scams.    […]

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