Tag: ROI Tax

ROI Financial Advisors How To Do a Mid-Year Finance Checkup DOWNLOAD ARTICLE .PDF One thing that is guaranteed in life is change — whether it’s from the ever-evolving economy or the ups and downs of personal life. That’s why evaluating your financial health to ensure you’re on track to meet your goals can be so […]

ROI Financial Advisors 5 Financially Smart Graduation Gifts DOWNLOAD ARTICLE .PDF With graduation season upon us, it’s time to celebrate the achievements of our college graduates and support them on their journey into the next phase of their lives.    While cash is often the go-to gift, there are other thoughtful and impactful financial gifts […]

ROI Financial Advisors Is Your Money Working for You? DOWNLOAD ARTICLE .PDF A fisherman and a businessman cross paths, and he asks how the fisherman spends his time. The fisherman describes days filled with a little bit of fishing, sleep and time spent with his family and friends.    “You could catch more fish. You […]