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Things Retirees Should Teach Their Adult Children
We tend to think of parenthood as an 18-year experience; at the end, the kids leave the nest, we congratulate ourselves for a job well done, and we’re finished teaching and raising them. Right? Well… [...]
Estate and Inheritance Tax Facts You Should Know
Estate planning forces us to consider some uncomfortable topics, but many people would never dream that they will continue to pay taxes after death! Unfortunately, that’s exactly what happens sometimes (or more correctly, it’s your [...]
Financial Scams are More Common Than You Think
For Mark Roberts' Use: Financial scams sound like something that only happen to television characters, or the young and inexperienced. Most of us believe we couldn’t possibly become a victim of a con artist, because we’re [...]
The Top Four Retirement “Do-Overs”
For Mark Roberts' Use: They say hindsight is 20/20, meaning it is always easier to look back at the past and see things more clearly. Most of us have experienced situations in which life experience [...]
One Simple Way to Save More for Retirement
For Mark Roberts' Use: Back when you first started working for your current employer, you filled out a number of forms regarding taxes, insurance, and your retirement fund. Most likely, you established an automatic contribution [...]
What the ‘Secure Act’ Could Mean for Your Retirement
For Mark Roberts' Use: At the end of May, the House of Representatives overwhelmingly approved the Secure Act (with a vote of 417-3) and sent the bill over to the Senate. If the bill is [...]