Estate Planning for Different Situations

Estate 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 […]

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Parents: Watch Out for 5 Common Mistakes

When 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 […]

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29. ALLOW YOUR MONEY TO WORK FOR YOU WITH LANCE JOHNSON

ROI 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!

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27. THE POWER OF YOUR NET WORTH WITH LANCE JOHNSON

ROI 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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What to Know About Selling a Property

Do you have an investment property you’re thinking of selling? Or are you thinking of downsizing soon? It’s important to understand the costs associated with selling a property. Specifically, how will this step impact your taxes? If you’re planning to sell soon or just wondering how it will work when you do, here are a […]

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Creating Your Retirement Withdrawal Plan

After years of careful saving and investing, you’re finally ready to retire. And as you enjoy your post-working life, you’ll need to determine how to maximize your retirement funds. While certain retirement accounts, like IRAs, 401(k)s and 403(b)s, come with required minimum distributions, you also likely have discretion over how much to withdraw overall and […]

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Financial Topics for Spouses to Discuss

Have you and your spouse ever disagreed about money? You’re not alone. Shared finances can be tricky, and many couples run into a conflict or two. While there is no single formula for sharing finances successfully, communication is essential in every partnership. Not sure where to start? Discuss these four big financial topics to help […]

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Changing Your Mind After Retirement

Retirement is a milestone achievement, and it’s often a challenge to settle on the right time to leave the workforce. Many people even change their minds and decide to “unretire” after a few months or years, whether to find fulfillment from working or add to their income stream. Of course, coming out of retirement comes […]

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Passing Down Property: What to Know

Passing family property down through the generations is a wonderful way to honor all the memories made in your home. Plus, your kids will get to keep making new memories in this well-loved space. If you want to leave your heirs property — whether a year-round home or a vacation property — you will have […]

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