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Estate Planning 101
For Mark Roberts' Use: Although most of us don’t like to think about it, estate planning is an important part of retirement preparations. You’ve planned for an income that hopefully lasts the rest of your [...]
What Can You Expect from Medicare?
For Mark Roberts' Use: Most people know that when they turn 65, they will become eligible for Medicare. For most retirees, the program is the backbone of their healthcare planning. However, many are surprised to [...]
Do Common Retirement Guidelines Make Sense for You?
For Mark Roberts' Use: Retirement planning is a complicated topic, and over the years financial planners have attempted to simplify the process by offering some basic guidelines. So, you might have heard that you should plan [...]
Social Security COLA Soon to be Announced
For Mark Roberts' Use: Any day now, we will receive the news of next year’s cost of living adjustment (COLA) for Social Security beneficiaries. These numbers are typically released mid-October, with the increase (if any) taking [...]
How to Avoid Social Security Scams
For Mark Roberts' Use: Imagine you receive a phone call, and the voice on the other end of the line informs you that they are a representative from Social Security. This person goes on to tell [...]
Four Steps to Take Before You Turn 60
For Mark Roberts' Use: We all know that the ideal way to prepare for retirement includes early planning and saving. Hopefully, you got started in your twenties or at least by your thirties. But in most [...]