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 MoreTo 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 MoreROI 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 MoreROI 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 MoreDuring 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 MoreROI 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 MoreTune 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 MoreSome 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 […]
Read MoreTune in today as Rob and Sue talk about the basics of small business taxes.
Read MoreTune in today as Rob and Sue talk about what you can expect in 2022 for your taxes. Link mentioned: https://www.cnbc.com/2021/11/11/inflation-pushes-income-tax-brackets-higher-for-2022-.html
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