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Would You Change Your Life in Exchange for Early Retirement?
For Mark Roberts' Use: What’s your retirement lifestyle plan? Some would say they plan to travel the world, while others hope to relocate to a relaxed community. Still others plan to stay right where they are, [...]
What Should You Do With That Old Life Insurance Policy?
You’ve maintained life insurance coverage for years now, because you understood the importance of protecting your family in the event that something might happen to you. But as retirement approaches, or if you’re already retired, [...]
If You Plan to Retire Early, Consider This First
For Mark Roberts' Use: Most of us plan to retire around age 65 to 67. This makes sense because you become eligible for Medicare at 65, and your “full retirement age” as defined by Social Security [...]
How Will Inflation Affect Your Retirement Plans?
For Mark Roberts' Use: As most people plan for retirement, they tend to focus on reaching a specific savings goal. And there’s certainly nothing wrong with that approach. After all, it’s easier to reach a [...]
Qualified Charitable Distributions Can Be Tricky
For Mark Roberts' Use: Giving to charity feels good and makes a difference in the world, but it can also earn you a valuable income tax deduction. Of course, as with anything concerning taxes, strict rules [...]
Building Wealth Often Requires a Diversified Approach
For Mark Roberts' Use: Everyone has their own interpretation of the word “wealth”. For a lot of people, it simply means having a high income and being able to afford a nice standard of living. But [...]