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The Top Three Things You Must Know About Social Security
For Mark Roberts' Use: Social Security will provide an important part of retirement plans for just about everyone, and yet a recent poll uncovered a shocking truth. Among those age 50 and older, a surprising [...]
How Does the SECURE Act Affect Your IRA Planning?
For Mark Roberts' Use: In response to concerns about the state of retirement planning in the US, President Trump signed the SECURE Act last month. The Setting Every Community Up for Retirement Enhancement Act aims [...]
What to Do if You Already Max Out Your Contributions
For Mark Roberts' Use: Retirement planning advice abounds on the internet (and in personal talks with family and friends). Obviously, we caution you to consult with us first, before making any big decisions, so that [...]
2 Simple Retirement Planning Resolutions for the New Year
For Mark Roberts' Use: Some people view the new year as the perfect time to make changes to their habits. Others eschew resolutions, saying you can change your life any time you decide to do [...]
Will Medicare Be Enough?
For Mark Roberts' Use: Throughout most of our lives, housing is often the biggest expense we face. That often changes in retirement, with healthcare becoming the most expensive monthly item in our budget. A 65-year-old [...]
Some States Don’t Tax Social Security Benefits
For Mark Roberts' Use: After working and paying taxes throughout your career, along with paying into Social Security for all of that time, it might surprise you to learn that your Social Security benefits can [...]