Tag: ROI Tax

ROI Financial Advisors Newlywed Finance 101: 4 Fundamentals DOWNLOAD ARTICLE .PDF An important part of being married is sitting down together and talking about your finances. Whether you are a newlywed or you know newlyweds who are looking for insights, these tips can help get the conversation started.   1. Discuss your goals as a […]

ROI Financial Advisors You Missed the Tax Deadline. What Now? DOWNLOAD ARTICLE .PDF If you have missed the April deadline to file your taxes, don’t panic — you can easily get back on track.    Here’s a quick overview of the potential penalties for filing late and what to do after the deadline to avoid […]

ROI Financial Advisors Claiming Social Security While Working DOWNLOAD ARTICLE .PDF Understanding when and how to claim Social Security benefits isn’t always straightforward, especially if you plan to continue working. While you can start collecting benefits as early as age 62, continuing to work before you reach your full retirement age (FRA) may impact how […]

ROI Financial Advisors Trusts: Different Types, Uses & Examples 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 […]

ROI Financial Advisors 3 Costs Retirement Planning Can Miss DOWNLOAD ARTICLE .PDF Some retirement expenses are easy to plan for. You’ve probably considered how your healthcare needs may change, or whether living expenses may be higher or lower than before.   But some aspects of retirement aren’t obvious in your working years — and many […]

ROI Financial Advisors 4 Lessons Learned From FTX and Enron DOWNLOAD ARTICLE .PDF At its height, Enron was trading at $90.75. By December 2001, its mismanagement was exposed, and its stock plunged to just $0.26. The company declared bankruptcy shortly thereafter.   Just last year, FTX started crumbling due to mismanagement in a similar manner, shocking […]

ROI Financial Advisors Will Resilience Be the Theme for 2023? DOWNLOAD ARTICLE .PDF Cypress trees are brittle and easily snap in a storm, but palm trees can bend when faced with hurricanes. Their long-term strategy is to be flexible enough for unpredictably bad weather.   It’s food for thought regarding how we approach our savings […]

ROI Financial Advisors Preventing Future Financial Regrets DOWNLOAD ARTICLE .PDF What will you regret not doing when you reach the end of your life? Jeff Bezos famously asked himself this before he founded Amazon. This simple question became a framework that he attributes a lot of his success to.   You can use this framework […]