For Mark Roberts' Use: A recent survey by GoBankingRates uncovered an alarming truth: More than half of all Americans will enter retirement without adequate income-generating savings. Hopefully, you will fall into the other half, and you will sail effortlessly into your retirement years. However, there is so much bad information out there, that anyone could [...]
For Mark Roberts' Use: We often tell our clients that retirement is a marathon, not a sprint. So yes, it is important to establish a retirement savings goal, and work steadily toward meeting it over a number of years (or decades, even). However, that doesn’t mean you should never sit down and re-evaluate your strategy. [...]
For Mark Roberts' Use: What is your primary concern for your retirement years? If you’re like most people, you answered, “ I want to make sure my income lasts” or “I worry that I will outlive my money”. Those are valid concerns, and common ones. No wonder almost everyone is looking for a way to generate [...]
Peter Lynch once said, “In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money you put to work by saving it and investing it.” We all know that stashing money in our mattresses isn’t a smart way to prepare for retirement. [...]
For Mark Roberts' Use: Turn on the evening news on any given day, and you’re likely to see at least one story on healthcare. The cost of healthcare is rising, representatives can’t agree on a healthcare bill, health insurance companies are dropping out of marketplaces… The list goes on and on. Healthcare is no doubt [...]
In his first two decades in the financial services industry, Mark Roberts learned the essentials of selling everything from insurance to a complete menu of investment products while working for major national companies. He quickly became proficient at helping clients plant the seeds for their long-term retirement future. But at a young age, Roberts also [...]
For Mark Roberts' Use: Have you heard the good news? Our economy is doing quite well at the moment, as we enjoy the third-longest stretch of market expansions in US history. In fact, we’re only two years away from it becoming the longest one ever! In the stock market, the S&P is performing well, with the [...]
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 [...]