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 How Do Surrender Charges Work? DOWNLOAD ARTICLE .PDF Annuities can be used to provide steady income during your retirement years. But in most cases, you have to wait a certain period of time before you can begin taking withdrawals. If you start early, you may have to pay a fee known as […]

ROI Financial Advisors 5 Gift Ideas to Teach Kids About Finance DOWNLOAD ARTICLE .PDF Learning about money at a young age can set kids up for success. This holiday season, you can add gifts that teach financial literacy to your shopping list.   Whether it’s for your own children, grandchildren or other loved ones in […]

ROI Financial Advisors How to Boost Your Tax Refund: 4 Tips DOWNLOAD ARTICLE .PDF Economic uncertainty is a part of life. Markets can be unpredictable day-to-day, let alone years into the future. That uncertainty is one of the many reasons people want to start estate planning, so they can protect their loved ones and leave […]

ROI Financial Advisors Protect Your Wealth for the Future DOWNLOAD ARTICLE .PDF Economic uncertainty is a part of life. Markets can be unpredictable day-to-day, let alone years into the future. That uncertainty is one of the many reasons people want to start estate planning, so they can protect their loved ones and leave a legacy.  […]

ROI Financial Advisors Make Your Donations Strategic DOWNLOAD ARTICLE .PDF As you build your wealth, you might be thinking about ways to give back. Charity is a valuable way to support causes important to you. Learn how charity can become a part of your financial strategy.   How  Charitable Giving Can Work for You Charity […]

ROI Financial Advisors What Happens During the Probate Process? DOWNLOAD ARTICLE .PDF Probate is likely one of those terms you’ve heard during estate planning discussions. It describes the legal process of validating a deceased person’s will and dividing their assets.   While the specifics can vary depending on state law, here’s a general overview of […]

ROI Financial Advisors Are You Maximizing Your HSA Usage? DOWNLOAD ARTICLE .PDF Your health savings account (HSA) can do more for you than you might think. HSAs are a type of savings account that people with high-deductible health plans (HDHPs) can contribute to and use to cover their medical expenses. But it can also be […]

ROI Financial Advisors How Life Insurance Can Protect Assets DOWNLOAD ARTICLE .PDF After years of working hard to accumulate wealth, you want to know that you can protect what you have built.    How can insurance be a strategic tool for safeguarding your assets? Here are a few ways a life insurance policy can help: […]