Blog

Teaching Children About Money: Ages 4-13 about the value of money, and get a head start preparing for a successful generational wealth transfer.

May Newsletter discusses By the Numbers: Inheritances. Ever since the sudden death of music icon Prince last year, estate planning seems to be getting more coverage by the media
than ever before. With this, there seems to have been renewed emphasis on the importance of having a will and dictating

April Newsletter discusses By the Numbers: TAX SEASON. Here are some statistics from previous filing years. In the Market at a Glance we look back at key events in March which may drive the market for the coming months. April in Financial Literacy Month and here is a chance to put your financial knowledge to the test. See how well you do on the Financial Literacy Quiz....

Could your finances use a good cleaning this spring? Check off some of those nagging financial tasks this spring so you can relax over this summer.

Financial Spring Cleaning.pdf

ROI Financial's March Newsletter discusses how Americans are saving for retirement. In the Market at a Glance we look back at key events in February which may drive the market for the coming months. We then take a broad look at the topic of Initial Public Offerings, or IPOs.

As you navigate through life's major transitions, you may find that saving for retirement is the last thing on you mind. Consider the following suggestions for managing your nest egg, even as you juggle major life changes. Changing jobs... Getting Married... Homeownership... Having children... Divorce... Disability and Death.

A good retirement draws on a lifetime of savings and work. But, despite its huge importance, many people slip in the years just before this milestone. Here are the five of the biggest mistakes people make as they approach retirement.....

ROI's February Newsletter discusses breakthrough or bust: Examining "Dow 20k". For the past few months, the stock market has been hovering around the next big milestone: 20,000. But how monumental of an achievement is "Dow 20k" for the stock market? The (in)significance of milestones. Enduring peaks and valleys. The impact of "Dow 20k".

If you are one of the millions of Americans with a variable income, here are some strategies you can utilize to keep your savings on track....

Saving With A Variable Income.pdf

There are certain occurrences that you can't insure against, such as losing your job, unexpected expensive home or auto repairs. That's why creating an Emergency Fund is important. How to Succeed....How Much to Save....Where to Keep Your Savings and Why It's Important.