Tag: Tax Planning

ROI Financial Advisors What to Know About Passing Down Property DOWNLOAD ARTICLE .PDF Do you want to keep your home in the family? You have several options to pass down property, but it is important to consider what option works best for your loved ones.   How can you pass down property?   Your Will: Your […]

ROI Financial Advisors Preparing Your Finances for Parenthood DOWNLOAD ARTICLE .PDF Parenthood is a major milestone. Are you ready for the financial changes that come along with having a child? New and expecting parents need to be prepared to cover all their little ones’ needs now and in the future — and there are some […]

ROI Financial Advisors Single Versus Joint Life Insurance DOWNLOAD ARTICLE .PDF Life insurance gives you peace of mind that your partner will be taken care of when you are gone. If you are in a committed relationship, you can get that peace of mind with a single or joint life insurance policy. But what is […]

ROI Financial Advisors Retirement Risks for High Income-Earners 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 your […]

ROI Financial Advisors Decoding 5 Types of Retirement Annuities DOWNLOAD ARTICLE .PDF Proposed bipartisan legislation would allow retirement plan sponsors to use annuities as a default option. With annuities becoming more popular, it is a good time to learn how you could leverage them in your retirement plans.     The right retirement annuity for you depends on […]

ROI Financial Advisors 5 Ways to Avoid Boredom in Retirement DOWNLOAD ARTICLE .PDF Retirement is a well-deserved phase of life that can offer the freedom to explore new passions, pursue long-held dreams and enjoy the fruits of a lifetime of hard work.    However, for some individuals, the transition to retirement can also bring a […]

ROI Financial Advisors Teaching Children How to Build Credit DOWNLOAD ARTICLE .PDF As parents, we strive to equip our children with the knowledge and skills they need to navigate the complexities of adulthood successfully. One crucial aspect of financial literacy that often gets overlooked is building credit.   By teaching children and teens about credit […]

ROI Financial Advisors What Is Values-Based Investing? DOWNLOAD ARTICLE .PDF In recent years, there has been a surge in the popularity of values-based investing, as individuals increasingly seek to align their financial decisions with their beliefs and personal interests.    Let’s delve into the concept of values-based investing, shed light on key topics, and provide […]

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 […]