For Mark Roberts' Use: Many people can’t wait for retirement. In fact, they’re so antsy that they spend considerable amounts of time hovering over their calculators, trying to figure out if they can go ahead and take the leap a few years early. Others are facing an illness, or need to quit working to care [...]
For Mark Roberts' Use: Most of you are long past the days of having kids in diapers and midnight feedings, but many of you do have children who are young adults or currently in college. So you know that while your parenting duties have shifted a great deal, you still spend some time worrying about your [...]
For Mark Roberts' Use": How do you picture your retirement? Do you see yourself relaxing on a beach somewhere, a tropical drink in hand, listening to the waves crash on the shore? Or are you more the homebody type, preferring to hang out at home enjoying the company of family and friends? Maybe the most [...]
For Mark Roberts' Use: You’ve spent years planning and saving for retirement, and you’re almost ready to take the leap. But wait! As you focused on saving faithfully and establishing a secure retirement income, it is possible that you overlooked some other important facts about retirement. After all, saving money is only one part of [...]
For Mark Roberts' Use: If you talk to your neighbors, former co-workers, or family members who have already retired, you will notice something that perhaps does not surprise you: There is no single retirement solution that works for everyone! Each decision you make throughout the retirement planning process will ultimately come down to your needs and [...]
For Mark Roberts' Use: Like many people, you probably spend a lot of time thinking about the most beneficial ways to accumulate adequate assets for retirement. But once you have accomplished that goal, you now how considerable assets to manage and protect. You also need to make a plan for those assets, in the event that [...]
For Mark Roberts' Use: If you read our blogs regularly, you know that we’re constantly reminding you that you can’t depend upon Social Security as your entire retirement income. That means you’re responsible for setting up an income that will sustain you once you stop working… which can lead to an awful lot of pressure [...]
For Mark Roberts' Use: In the last few years before retirement, your focus might shift toward planning vacations, dreaming of new hobbies, or simply longing to be free of your alarm clock. Of course, we want to help ensure that you can actually fulfill all of these goals. So before you take the leap into [...]
For Mark Roberts' Use: We think of life insurance as a relatively modern innovation, but some form of it has been around since the days of ancient Rome! The original purpose was to protect a worker’s dependents from financial ruin in the event that something happened to him (usually a husband and father). But of course, [...]
For Mark Roberts' Use: A hotly-contested election is one thing; once a new president begins to roll out their proposed budgetary changes, we have a whole new set of ideas to debate. One of President Trump’s campaign promises was to revise the tax code, and his recently proposed budget includes some major changes in that [...]