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Did Your Medicare Costs Increase?
For Mark Roberts' Use: As retirement planners, we always remind our clients to anticipate potential rising costs throughout retirement. That way, you can adjust your budget and withdrawal schedule accordingly. The cost of healthcare is [...]
Six Steps to a Larger Social Security Check
For Mark Roberts' Use: You probably know that most retirees can’t depend upon Social Security benefits alone, and should plan for at least one other form of retirement income. Having said that, Social Security is [...]
Social Security Scams are On the Rise
For Mark Roberts' Use: Frequently, con artists target retirees. They know that dealing with large government agencies, like Medicare or Social Security, can be confusing. They also understand that retirees sometimes feel anxiety over living on [...]
New Year’s Resolutions Don’t Have to Be Expensive
For Mark Roberts' Use: It’s that time of year again! Did you set any New Year’s resolutions? If so, you’re probably ready to dive in and tackle your new goals. But if you do, keep [...]
A Unique Solution for the Cost of Life Insurance
For Mark Roberts' Use: As financial advisors, we often hear of individuals who allowed their term life insurance contracts to expire. Twenty or so years after selecting the policy, replacing it with a permanent life [...]
How Would an Early Retirement Actually Work Out?
For Mark Roberts' Use: At some point, most of us dream about an early retirement. And on the surface, it certainly sounds wonderful. Who wouldn’t love to avoid their daily commute, never see the inside [...]