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How Does Your Net Worth Compare?
Building wealth is one of the primary tenets of financial planning, but do you ever wonder how your net worth compares to the rest of the world? We can talk about financial security all day, [...]
10 Retirement Destinations for Warm Weather Lovers
For Mark Roberts' Use: Now that October has arrived, the weather is finally beginning to change from summer to more autumn-like. This might come as a welcome reprieve from this year’s unusually long, hot summer… [...]
7 Steps for Dealing With a Financial Windfall
For Mark Roberts' Use: You might think that you know exactly what you’d do with a windfall, such as an inheritance. But you might be surprised at how the emotional impact derails you, especially if [...]
One Quick Way to Reduce Unpleasant Tax Surprises
For Mark Roberts' Use: Yes, we’re a few months away from tax season, but that doesn’t mean you shouldn’t think about it ahead of time. In fact, a little preparation now can help to prevent [...]
How Do You Envision Your Retirement?
For Mark Roberts' Use: Many of us tend to view retirement as the end. It’s certainly the end of your working years (unless you take up a second career in your sixties). But it’s also [...]
6 Reasons to Work with a Financial Professional
For Mark Roberts' Use: The do-it-yourself mentality is popular, and for good reason. Often we can save a bit of money, and learn a fun new skill by taking on complicated projects ourselves. But the [...]