Sam J. Anderson, CFP®

Senior Wealth Manager at Budros, Ruhlin and Roe, Inc. Fee-Only. CFP®. Advocate for #women and girls, and dog rescue.

[Dancor Solutions @DancorSolutions]

“Successful women need to believe in women, especially when they may not be able to believe in themselves.”

- Samantha Anderson, CFP, Senior Wealth Manager, Budros, Ruhlin & Roe, Inc., and @WELD_Columbus’ 2022 December honoree. #WELDingtheway

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Being an entrepreneur is not easy and the "valley of uncertainty" can be disconcerting. Financial and business planning can help entrepreneurs climb out of that valley by reducing the risk of uncertainty. How will you escape your valley of uncertainty?

[WELD Columbus @WELD_Columbus]

Only one week left to register for WELD's March Emerging Professionals’ Series, featuring an engaging panel of Women WELDing the Way® honorees focused on taking initiative and being true to yourself. Registration is open until March 7th. Register here: https://t.co/kcpq9d1Ybv

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Honored to be included on a panel with such amazing #women!

[WELD Columbus @WELD_Columbus]

Be sure to register for WELD's March Emerging Professionals’ Series, featuring an engaging panel of Women WELDing the Way® honorees focused on taking initiative and being true to yourself. Registration is open until March 7th. Register here: https://t.co/kcpq9d1Ybv

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Such a powerful statement.

[Billie Jean King @BillieJeanKing]

“You’ll never understand inclusion, until you've been excluded.”

~ René Carayol (@renecarayol)

#mondaythoughts

[Joe Thomas @joethomas73]

Nick Mullens is magic.  

I need everyone to retweet this into existence please🙏🏼🙏🏼

#LVvsCLE @Raiders @Browns

[Sam J. Anderson, CFP® @BRR_SamAnderson]

@danikaw Thank you!

[Sam J. Anderson, CFP® @BRR_SamAnderson]

So honored!

[ABC News @ABC]

NEW: Statue of late Supreme Court Justice Ruth Bader Ginsburg unveiled in Brooklyn. https://t.co/xY8G8YiI04

[Sam J. Anderson, CFP® @BRR_SamAnderson]

@keywordkelly I’m so sorry, Kelly. You and your mom are in my thoughts.

[Sam J. Anderson, CFP® @BRR_SamAnderson]

@SonyaDreizler Judged for crying. I’m an emotional person and I like to believe that this makes me a good planner because I can naturally connect/empathize with clients.

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Virtual team-building with @TheEscapeGame was a blast! Made it out of the escape room with 17 minutes to spare! @BRR_IsaiahS @BRR_AArmstrong @BudrosRuhlinRoe

[Sam J. Anderson, CFP® @BRR_SamAnderson]

It is imperative that family business owners know their motivations and goals for selling the business. There are numerous things, such as third-party audits that an owner should do as soon as the thought of selling enters one’s mind. https://t.co/7OV7p0SJzf

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Are you holding your assets in the right types of accounts? If you own the same securities in each of your accounts - you are likely missing out on valuable tax planning. Strategic asset location can reduce the drag of taxes on your portfolio's return. https://t.co/MVDChpQlkI

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Grateful to work for a great firm with the most amazing clients!

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Self-employed taxpayers and independent contractors can claim the home office tax deduction under certain conditions, whereas employees cannot currently claim the deduction. https://t.co/M0KBZw7cdG @AndrewKeshner @MarketWatch

[Sam J. Anderson, CFP® @BRR_SamAnderson]

The Women’s Fund of Central Ohio continues to do great work year after year. So proud to serve on the organization’s Finance and Investment Committee.

[The Women's Fund of Central Ohio @WomensFundCO]

The Women’s Fund of Central Ohio is pleased to announce our 2021 grants slate with a total of $251,900 going to 21 grant partners.

Visit the link below to meet our 2021 grant partners.

https://t.co/B3wgokzULL

[The Female Quotient @femalequotient]

Today, women hold 16.9% of board seats globally. If we stay at the current progress rate, it will take more than three decades to achieve gender parity in the boardroom. Tune in to the Modern Guide to Equality: https://t.co/7ksDitLrqM

@CarnegieRonda

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Although #women investors are more concerned about finances, they are turning to financial advisers for help. More than 2/3 of women reported that they worked with a financial professional — a nearly 10-point increase in 2020 over 2019. https://t.co/mmmTmHkbvM @investmentnews

[Sam J. Anderson, CFP® @BRR_SamAnderson]

When filing taxes, be sure to inform your CPA of any cryptocurrency profits or losses. https://t.co/QKfVr3DSdr @Forbes @TheCryptoCPA