Tag: ROI Tax

ROI Financial Advisors IRS Scams: How to Spot and Avoid Them DOWNLOAD ARTICLE .PDF Scammers posing as the IRS have stolen billions of dollars from thousands of victims, often using fear and intimidation to get their way. Knowing their tricks is the first step to protecting yourself — and helping elderly loved ones stay safe, […]

ROI Financial Advisors When to Shred Old Financial Documents DOWNLOAD ARTICLE .PDF Managing financial paperwork can feel overwhelming but knowing what to keep and what to shred can help you stay organized while protecting yourself.  Here’s a simple guide to decluttering your records responsibly:   Tax Returns The IRS recommends retaining your tax returns for […]

ROI Financial Advisors Gift Tax Exclusion FAQs DOWNLOAD ARTICLE .PDF If gift-giving is on your mind this holiday season, it is also time to think about the federal gift tax. If you give money or property to a loved one, you may owe the IRS.    Here are helpful answers to some common questions people […]

ROI Financial Advisors How to Calculate Your Net Worth DOWNLOAD ARTICLE .PDF Your net worth is a measure of your total assets minus your liabilities. While that sounds easy enough to determine, you have to consider more than what is in your bank account. How can you calculate your net worth?   Add Up Your […]

ROI Financial Advisors 3 Retirement Trends to Watch in 2024 DOWNLOAD ARTICLE .PDF Many of us have a picture of what the average retiree looks like, but the way people view retirement and how they want to spend their golden years is changing in some ways. These three trends might shed some light on what […]

ROI Financial Advisors What to Know About Passing Down Property DOWNLOAD ARTICLE .PDF Do you want to keep your home in the family? You have several options to pass down property, but it is important to consider what option works best for your loved ones.   How can you pass down property?   Your Will: Your […]

ROI Financial Advisors Preparing Your Finances for Parenthood DOWNLOAD ARTICLE .PDF Parenthood is a major milestone. Are you ready for the financial changes that come along with having a child? New and expecting parents need to be prepared to cover all their little ones’ needs now and in the future — and there are some […]

ROI Financial Advisors Single Versus Joint Life Insurance DOWNLOAD ARTICLE .PDF Life insurance gives you peace of mind that your partner will be taken care of when you are gone. If you are in a committed relationship, you can get that peace of mind with a single or joint life insurance policy. But what is […]

ROI Financial Advisors Retirement Risks for High Income-Earners DOWNLOAD ARTICLE .PDF Even middle- and upper-income earners face retirement risks. What are some of the biggest risks, and how can you preserve your financial security in retirement?   The Risks   Volatility: Your retirement portfolio could be impacted by market volatility. Will you be prepared if your […]