Financial tips

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How to Avoid Social Security Scams

For Mark Roberts' Use: Imagine you receive a phone call, and the voice on the other end of the line informs you that they are a representative from Social Security. This person goes on to tell you that due to suspicion of illegal activity, all of your accounts have been suspended. Unless you call another number [...]

By |2018-09-24T10:11:54+00:00September 24th, 2018|Financial tips|0 Comments

What Should You Do With That Old Life Insurance Policy?

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 [...]

By |2018-08-20T08:33:39+00:00August 20th, 2018|Financial tips|0 Comments

How to Minimize Your Tax Burden

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 [...]

By |2018-07-09T08:38:32+00:00July 9th, 2018|Financial tips|0 Comments

How Do You Know if You Need a Financial Advisor?

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 [...]

By |2018-07-02T08:12:45+00:00July 2nd, 2018|Financial tips, Retirement|0 Comments

6 Life Insurance Mistakes to Avoid

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 [...]

By |2018-06-18T08:17:35+00:00June 18th, 2018|Financial tips, Retirement|0 Comments