You’ve maintained life insurance coverage for years now, because you understood the importance of protecting your family in the event that something might happen to you. But as retirement approaches, or if you’re already retired, you might be thinking about that decades-old plan. Your children are grown and self-sufficient, so do you still need that [...]
For Mark Roberts' Use: Giving to charity feels good and makes a difference in the world, but it can also earn you a valuable income tax deduction. Of course, as with anything concerning taxes, strict rules and procedures apply to these donations, in order to be counted on your tax return. So, how can you give [...]
For Mark Roberts' Use: Everyone has their own interpretation of the word “wealth”. For a lot of people, it simply means having a high income and being able to afford a nice standard of living. But that definition really only means that you earn a high income, and is not really a true definition of wealth. [...]
For Mark Roberts' Use: What are your largest expenses? Things like business expenses, or your mortgage, might come to mind. But for most people, taxes are actually their heaviest financial burden. Yet we tend to think about income taxes only once per year! The truth is that considering your tax liability throughout the year, and [...]
For Mark Roberts Use: We all know, or have heard of, someone who never went to the doctor for regular check-ups. Then, one day, they frantically make an appointment. A lump was discovered or some other unusually distressing symptom popped up. Tragically, this person discovers that they have developed a serious illness, that could have been [...]
For Mark Roberts' Use: Life insurance is something everyone needs, and most of us will enroll in a policy at some point. But that doesn’t mean it’s your average, everyday purchase! You wouldn’t make any other major financial decision without conducting thorough research, so take the time to make this important decision carefully. As you compare [...]
For Mark Roberts' Use: Have you filed your income taxes yet? Many of you wait until the last minute (April 17) to do so. And that’s understandable, because no one enjoys doing their taxes! But if you’re still working on this chore, we wanted to remind you of a few common errors that could cost you [...]
For Mark Roberts' Use: It’s an unfortunate fact of life that con artists frequently target retirees for their nefarious activities. As someone who is soon to collect your Social Security benefits in the near future, you make the ideal target for a thief who is willing to commit one act of fraud in exchange for [...]
For Mark Roberts' Use: Throughout the busy holiday season, Congress and the new tax plan remained hot topics in the news. Yes, they did finally reach an agreement, and our income tax structure will undergo a significant renovation. It can often be difficult to ascertain exactly how these events will play out for individuals, but [...]
For Mark Roberts' Use: Now that the new year has begun, you might be informed that you have earned a raise. Perhaps you’re even still holding onto that year-end bonus you received last month. Or, with the economy continuing to improve, maybe you just expect to earn higher commissions this year. Whatever the reason for [...]