Sustainable Investing Vocab 101
February 23, 2018
The New 20% Pass-Through Tax Deduction
The New 20% Pass-Through Tax Deduction: An Advisor’s Guide
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February 23, 2018
Highlighting Tax Law Changes Abbreviated
The “Tax Cuts and Jobs Act,” a 1,097-page bill, should provide a boost to the U.S. economy and bring relief to many taxpayers. However, not everyone will benefit. In this post, I will highlight a few of the changes and discuss its potential impact.
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December 21, 2017
3 Simple Ways to Maximize Your Social Security
A big picture look at over 2,500 core rules within the Social Security Program.
December 19, 2017
College Visits – and why it’s never too soon!
College Visits – and why it’s never too soon!
October 26, 2017
7 Retirement Challenges Women Are Facing
When it comes to retirement, women are in even more trouble than men, says a new study.
October 20, 2017
Which colleges are you dating?
Students need to decide how much energy they want to invest in these relationships and this blog post will help you understand the relationship cycle.
October 6, 2017
Financial Education Quick Hits: May
May 4, 2017 Allen, TX – (Business Wire – May 04, 2017) Financial Gravity Tax, Inc., a wholly owned subsidiary of Financial Gravity Companies, Inc. (OTCQB: FGCO) is proud to partner with Rick Diamond and The ROI Group, LLC., a Financial Planning firm located in King of Prussia, Pennsylvania. The ROI Group is focused on […]
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September 20, 2016
Entrepreneur and Financial Veteran Rick Diamond Launches Education-Focused Financial Services Company, The ROI Group
Rick Diamond, AIF, announced today the launch of a new financial services company created to help individuals, families, and business owners understand complex financial options and empower them to make sound financial decisions. The ROI Group, LLC, is headquartered at 550 American Avenue, Suite 203 in King of Prussia, Pennsylvania. The ROI Group’s family-focused, business-minded […]