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 [...]
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: Those of us who consider ourselves to be rational people, well educated on financial issues, tend to believe that we could never fall for a fraudulent money scam. Maybe it’s because we think these things aren’t all that common, and they mostly just happen on TV. Or perhaps it’s because we [...]