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 […]
Read MoreROI 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 […]
Read MoreROI 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 […]
Read MoreROI 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 […]
Read MoreROI 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 […]
Read MoreROI 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 […]
Read MoreLinks & Resources Mentioned: https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer www.getrichslowpodcast.com
Read MoreWinning 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 […]
Read MoreEconomic 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 […]
Read MoreROI 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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