Do you and your family want to make a positive impact in the world? Your family can create a plan for charitable giving to help fund nonprofits that support causes you care about. Philanthropy can also bring families together and serve as a beneficial tax strategy. So how do you build an effective giving plan? […]
Read MoreRetirement is a huge goal, but it probably isn’t your only financial objective. Other significant milestones in your future might be buying a second home, taking your dream trip or helping your kids or grandkids with college. How do you manage – and make progress toward – multiple goals?
Read MoreNo 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 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 MoreEstate planning is important for everyone, but when you start to do your research, it seems like many resources assume you’re married with children. Many people lead their lives differently, thus different approaches are in order. For example, find out how you might plan for the future if you’re single, have no heirs, or have […]
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 MoreROI Podcast Disclosures- https://tinyurl.com/Podcast-Disclosures On today's episode, Rob and Adrian are joined by Lance Johnson with ROI financial. They will be talking about using other people's money to work for you. Tune in and let us know what you think.
Read MoreROI Podcast Disclosures- https://tinyurl.com/Podcast-Disclosures On today's episode, Rob and Adrian are joined by Lance Johnson with ROI financial and continuing on this series of financial literacy. Learn how you can allow your money to work for you. Tune in and let us know what you think!
Read MoreROI Podcast Disclosures- https://tinyurl.com/Podcast-Disclosures On today's episode, Rob and Adrian are joined by Lance Johnson as they dissect the power of your net worth, the importance of focusing on appreciating assets, and what it means to create millionaires by being brilliant at the basics. Tune in and let us know what you think!
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