What You Can Learn From Lottery Winners

Winning the lottery can be a dream come true, but it often ends up being a short-lived one — about 70% of lottery winners go broke within just a few years.But there’s a silver lining in the financial lessons lotto winners learn the hard way. By identifying common challenges that their stories highlight, we can […]

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A Parent’s Guide to Supporting Young Adults

Economic factors are forcing many young adults to turn to their parents for continued financial support. Just last year, 58% of 18- to 24-yearolds in the U.S. lived with their parents. As this trend continues, more parents are providing financial support that they didn’t plan for. In addition to the impact this can have on […]

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57. SPECIAL GUEST SERIES 2 OF 3 – THE BUSINESS JOURNEY TO INFLUENCE WITH SARAH VANHOOSE

ROI DISCLOSURES:https://tinyurl.com/mr45sste Tune in today as Lance, Rob, and Adrian interview Sarah VanHoose. Sarah is a Ramsey Preferred Financial Coach with over 20 years of experience leading teams. She’s now on a mission to help others who are ready to get help with their finances once and for all. Her goal is to help people just like you, stress less about your money by making a plan and walking you through encouraging accountability. Neither Sarah VanHoose nor Dave Ramsey’s Financial Coach Master Training are affiliated with ROI Financial Advisors, LLC. Dave Ramsey’s Financial Coach Master Training requires no certifications or licenses. Coaches do not sell financial products; they help people with day-to-day money problems. Connect with Sarah: http://www.myjourneytoinfluence.com Instagram @journeytoinfluence Sarah@myjourneytoinfluence.com 503-961-4062 https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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56. SPECIAL GUEST SERIES 1 OF 3 – A JOURNEY TO INFLUENCE WITH  SARAH VANHOOSE

ROI DISCLOSURES: https://tinyurl.com/5sprk9jh Tune in today as Lance, Rob, and Adrian interview Sarah VanHoose. Sarah is a Ramsey Preferred Financial Coach with over 20 years of experience leading teams. She’s now on a mission to help others who are ready to get help with their finances once and for all. Her goal is to help people just like you, stress less about your money by making a plan and walking you through with encouraging accountability. Neither Sarah VanHoose nor Dave Ramsey’s Financial Coach Master Training are affiliated with ROI Financial Advisors, LLC. Dave Ramsey’s Financial Coach Master Training requires no certifications or licenses. Coaches do not sell financial products; they help people with day-to-day money problems. Connect with Sarah: http://www.myjourneytoinfluence.com Instagram @journeytoinfluence Sarah@myjourneytoinfluence.com 503-961-4062 https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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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, […]

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4 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 […]

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Deciding 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.

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43. 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

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5 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?

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