For Mark Roberts' Use: Have you ever wondered, if you started saving right now, how long it would take you to accumulate one million dollars in the bank? Obviously, the answer to that question is going to depend upon a variety of factors. Your investment strategies and your rate of return will vary depending upon [...]
For Mark Roberts' Use: A survey of small-business owners revealed that two-thirds of them worry that they are not financially prepared for retirement*. Yet, despite these prevailing fears, about one-third of small-business owners have neglected to establish any type of personal or business-sponsored retirement plan. If you're a small-business owner or self-employed, and you're worried [...]
For Mark Roberts' Use: One of the most common reasons people give for not saving for retirement is, “I don't have anything extra to save”. While this may be an unfortunate reality for some people, most of us really can manage to save for retirement, even if it's only a small amount at first. Almost [...]
How does your financial advisor get paid? Are there commissions or trade charges? We've created this brief video to explain the process. Click the image below to view!
For Mark Roberts' Use: We generally think of a last will and testament as something that only concerns elderly people. However, the reality is that anyone with children should have a legal will in place, no matter what their health or financial circumstances may be. While it is not likely your children will outlive you, [...]
For Mark Roberts' Use: Many companies offer profit-sharing plans to employees in order to generate a feeling of partnership and attract high-caliber workers. These plans give employees a portion of the company's profits each year, and can help fund their retirement plans. When money is contributed to a profit-sharing plan, it accumulates tax-deferred, just as [...]
For Mark Roberts' Use: When you decided to make certain tax-deferred retirement investments, you were likely informed of the penalties you could face by withdrawing the funds before age 59 ½. Generally, taking this action will result in a 10 percent federal income tax penalty. However, in certain situations you may be allowed to make [...]
When selecting a financial advisor, a number of questions may come to mind. We'd like to answer some of them for you with this brief 60 second video.
