Blog
Submitted by ROI Financial Advisors, LLC on October 16th, 2019
October Newsletter discusses Money-saving tips: Moving tips. Moving can be a stressful experience in many ways. Not only do you need to prepare nearly everything you own for safe travel to your new home, but there are a number of financial hurdles that can pop up along the way.
Submitted by ROI Financial Advisors, LLC on September 5th, 2019
September Newsletter discusses By the numbers The Price of college. With classes now underway at most universities, students are starting to dig into their semesters full of credits.
Submitted by ROI Financial Advisors, LLC on September 4th, 2019
August Newsletter discusses Biggest wedding expenses and ways to save. Here in late summer, we are right in the thick of wedding season. According to weddingwire.com, three of the top five most popular wedding months of the year are on the horizon with August, September, and October accounting for a sizable 42 percent of all weddings in 2017.
Submitted by ROI Financial Advisors, LLC on September 4th, 2019
July Newsletter discusses By the numbers: Fourth of July. Fourth of July weekend is synonymous with cookouts and delicious spreads and The National Retail Federation predicts that U.S. consumers will spend $6.78 billion on food items in 2019. More than $1 billion is estimated for nationwide spending on fireworks this year according to the American Pyrotechnics Association.
Submitted by ROI Financial Advisors, LLC on June 27th, 2019
June Newsletter discusses Tips for homeowners to save this summer. With the “polar vortex” now well in the rearview, consumers are gearing up for the summer season to kick off. This is an opportune time for many homeowners to tackle different remodeling projects around the house.
Submitted by ROI Financial Advisors, LLC on April 25th, 2019
April Newsletter discusses Biggest tax changes for 2019 returns. Towards the end of 2017, President Trump officially signed a new tax reform – the Tax cuts and Jobs Act (TCJA) – into law. Though the law took place starting in 2018, taxpayers are just now seeing the direct impact of the law on their tax returns.
Submitted by ROI Financial Advisors, LLC on April 25th, 2019
March Newsletter discusses By the numbers – Spending during retirement. Planning for retirement can be stressful, with a number of unpredictable costs in the mix. In fact, a 2018 survey from TD Ameritrade found that 3 out of 5 Americans do not know how much they will need to save to fund their lifestyles beyond age 65.
Submitted by ROI Financial Advisors, LLC on February 21st, 2019
February Newsletter discusses By the Numbers: Valentine’s Day. Valentine’s Day is notorious for gift giving with nationwide spending projected to reach a record amount in 2019. Here is how consumers will be opening their wallets for the holiday this year. In the Market at a Glance we look back at key events in January which may drive the market for the coming months.
Submitted by ROI Financial Advisors, LLC on February 14th, 2019
January Newsletter discusses Crafting your 2019 financial game plan. Financial New Year’s resolutions are of the most common as nearly one-third of Americans plan to make one in 2019. Everyone’s situation is unique, but let’s take a look at a few of the top areas to address when crafting your 2019 financial plan game plan.
Submitted by ROI Financial Advisors, LLC on May 17th, 2017
Teaching Children About Money: Ages 4-13 about the value of money, and get a head start preparing for a successful generational wealth transfer.