ROI Financial Advisors, LLC

10/17/2026

Even a solid financial picture can come with a side of worry. This article looks at where financial stress comes from, and practical ways to keep it from taking over.

Financial stress is a leading cause of stress in Americans. Learn how money stress can affect you and what you can do to effectively cope with it.

10/17/2026

We’re excited to share that ROI Financial Advisors has officially aired on All Access with Andy Garcia!

Discover how ROI Financial Advisors helps clients navigate their financial futures with a simple, smart and effective approach.

Watch our All Access feature and learn more about what sets ROI Financial Advisors apart.

ROI Financial Advisors

Visit roi-fa-allaccess.com !

10/14/2026

A financial plan isn't meant to be set once and forgotten. This week's newsletter looks at the life events that make it worth pulling the plan back out for a fresh look.

Life changes, and your financial plan should change along with it.

10/11/2026

The Social Security wage base climbed again for 2026, and high earners are covering the difference. What that means for the size of a future benefit check may surprise you.

The taxable wage base increased by $8,400 in 2026. This raises much of the upper class' tax bill, but won't necessarily boost their Social Security checks.

10/09/2026

Half of parents with adult children gave them financial help in 2025, up from 45% two years earlier. What's driving the trend -- and what it means for long-term plans.

Half of parents with adult kiddos helped at least one of them financially in 2025, up from 45% in 2023, according to a Savings.com survey.

10/07/2026

FIRM NEWS: ROI Financial Advisors Is Going National
Our feature on All Access with Andy Garcia started airing this week — and we wanted you to be among the first to see it.

Watch the exclusive preview — All Access with host Andy Garcia

The feature covers how we build relationships with clients, how we approach planning, and why we believe good financial planning starts with the life you’re building — not just the numbers.

What’s Next:

The preview is live now. Feel free to share this post to anyone who’d enjoy a look inside ROI Financial.

The full feature is now airing. Additional showings continue next week.

More to come. We’ll share updates and behind-the-scenes moments along the way.

ROI Financial Advisors | Beaverton, OR | Clackamas, OR

This post is for informational purposes only and does not constitute personalized investment, tax, or legal advice. Please consult your advisor before acting on any information provided. ROI Financial Advisors, LLC (dba ROI Financial) is an SEC Registered Investment Advisor

ROI Financial Advisors is proud to be featured on All Access with Andy Garcia. In this special feature, we share the story behind ROI Financial Advisors, our approach to financial planning, and our commitment to helping individuals, families, and business owners make informed financial decisions and...

10/06/2026

About three out of four Americans don't have a will -- which means state law, not family wishes, decides what happens next. A few steps now can spare loved ones confusion later.

Get this estate planning document right — and spare your family confusion later

10/03/2026

Do you think you'll struggle to spend in retirement? Decades of diligent saving can make it surprisingly hard to switch gears in retirement. About half of retirees hesitate to spend what they've built.

Many people save their whole working lives for retirement. Others get a late start and hustle to save in...

10/01/2026

From the journey to the handshake to the moment the cameras start rolling, every frame tells part of the story.

This cinematic look at All Access with Andy Garcia captures what happens when relationships, experience, and real conversations come together. Behind the lights and cameras are the people and perspectives that have helped shape ROI Financial.

This is more than what happens in the studio. This is All Access.

https://roi-fa.com/contact-us/

09/30/2026

Market swings and surprise expenses don't have to knock a plan off course. This week's newsletter covers five ways to build more resilience into your wealth.

Everything from your budget to your mindset matters.