Essential Financial Strategies and Rorik Larson have been featured by:
Army Veteran Helps Families Fight Financial Chaos
As an Army officer in Iraq, he led soldiers through the chaos of war, striving to keep their emotions at bay. Now, as a financial planner, Rorik Larson leads clients out of financial chaos, helping them invest emotion-free, he tells ThinkAdvisor in an interview.
Five 2021 Tax Filing Tips for Clients
“Sometimes people can be in a hurry to file their taxes to get a much-anticipated refund, but this can backfire with the stimulus program,” adds Rorik Larson of Essential Financial Strategies, Palos Heights, Ill.
How to Make Your Financial Life Happier in 2022
If you have more than one traditional IRA, Roth IRA, 401(k) and taxable account, consolidate your holdings into one of each type so you will have fewer statements to keep track of, says Rorik Larson, an adviser in Palos Heights, Ill.
12 Questions Everyone Should Be Able to Answer About Their Finances
Often, parents don’t recognize the difference between “good” debt like a mortgage or student loan, and the balances they rack up for fleeting pleasures like a trip to Disneyland, says Rorik Larson, an advisor with Essential Financial Strategies in Palos Heights, Illinois.
If You Are Buying an iPhone 14, Some Ways to Save on Your Wireless Bill
Last year, Rorik Larson wished to add his 13-year-old son to his phone plan. At the time, his individual plan cost about $89 a month with his military veteran discount.
West Orland Life
Meet Rorik “Wallace” Larson, this month’s West Orland Life spotlight veteran
Rorik “Wallace” Larson dreamed of being a helicopter pilot ever since he was a young boy. Unlike most children who become distracted and bounce from one interest to the next, Wallace focused on his passion, planned for it, and made it happen.
Piece Your Plan Together
'The military pension covers the basics, but it doesn't add the richness to life," said Lt. Col. Rorik Larson, USA (Ret), a CFP® professional and enrolled agent with Essential Financial Strategies in Palos Heights, Ill., and Life Member of MOAA.