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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 [...]
A Good Way to Avoid a Common Retirement Planning Mistake
If you’re a parent, you want the absolute best for your children. But this decision should not have to come at the expense of your retirement. Yet, every year many parents are tempted to tap [...]
New Scam Alert: Know the Signs
What would you do if someone called to offer you a free healthcare product that sounded as if it might help you? In the event that you experience regular discomfort or pain, you might jump [...]