70. SNOWBALLING DEBT TO INCREASE CASH FLOW
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
Read MoreTag: ROI Tax
Keep Your Savings Ahead of Inflation
Rising inflation has caused many people to take a closer look at their finances, but have you considered what it’s doing to your savings and emergency funds? A saved amount of $20,000 in 2020 would need to be $22,217.19 today in order to maintain the same value. Even high yield accounts struggle to keep up, […]
Read More4 Trends in the 2022 ETF Market
Exchange-traded funds (ETFs) give investors exposure to a broad array of securities. They help you to diversify your portfolio, and you can easily buy and sell them through brokerage firms. While ETFs can have some of the same benefits as mutual funds, they typically cost less. ETFs had record growth in 2021, and interest in […]
Read MoreDeciding on Joint or Separate Finances
To merge or not to merge? Whether moving in together, getting married or living as civil partners, long-term couples eventually face this important financial decision. Use these tips to help you and your partner find what works best for you.
Read More44. ROI TAX SERIES 8 OF 8 -THE BENEFITS OF YOUR CPA AND FINANCIAL ADVISOR WORKING TOGETHER
ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, Adrian, and Sue discuss why it's so important for your financial advisor and your CPA to be partnered together. https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer
Read More43. ROI TAX SERIES 7 OF 8 – YEAR-END TAX PLANNING
ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Rob, Adrian, and Sue discuss year-end tax planning and how you can prepare for the upcoming year. Links Mentioned: https://themilitarywallet.com/organize-tax-documents/ https://www.taxslayer.com/blog/how-to-organize-receipts-and-records-for-taxes/ https://housewifehowtos.com/get-organized/organize-your-documents-for-tax-filing/ https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer
Read More5 Things to Know About Social Security
During your working years, your income determines how much you can expect to receive in Social Security benefits when you become eligible. What should high earners know about their benefits?
Read More42. ROI TAX SERIES 6 OF 8 – REAL ESTATE AND TAXES
ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, Adrian, and Sue discuss and answer your questions about taxes when it comes to real estate. Links Mentioned: https://turbotax.intuit.com/tax-tips/rental-property/selling-rental-real-estate-at-a-loss/L2RKgClm4 https://themilitarywallet.com/organize-tax-documents/ https://www.taxslayer.com/blog/how-to-organize-receipts-and-records-for-taxes/ https://housewifehowtos.com/get-organized/organize-your-documents-for-tax-filing/ https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer
Read More41. ROI TAX SERIES 5 OF 8 – MAKING STANDARD DEDUCTIONS VS. ITEMIZED DEDUCTIONS SIMPLE
Tune in today as Rob, Lance, and Sue talk about the difference between making standard deductions vs. itemized deductions and how you can make them simple.
Read MoreSaving for Retirement With a 401(K) and IRA
Some people focus on saving for retirement with an employer-sponsored 401(k), while others use an IRA — but did you know that you can have both? Funding a 401(k) and IRA can help boost your retirement savings, but it’s not a one-size-fits-all strategy. Here are the basic requirements, contribution limits and tax considerations you need […]
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