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Is Retiring at 62 a Bad Decision?
For Mark Roberts' Use: Toward the middle to end of your fifties, you’re probably kicking your retirement planning into high gear. In fact, you’re doing so much retirement planning at this time, that an early retirement [...]
Should You Cash Out Your Retirement Plan if You Change Jobs?
For Mark Roberts' Use: Rarely do American workers stick with the same employer for 30 or 40 years these days. At some point in your career, it is likely that you will face a difficult [...]
How Will the Federal Rate Hike Affect You?
For Mark Roberts' Use: Last month, the Federal Reserve announced a rate hike. The benchmark federal funds rate was increased by 25 basis points, which translates to a 1.5 to 1.75 percent bump. To explain [...]
Top Four Income Tax Mistakes You Should Avoid
For Mark Roberts' Use: Have you filed your income taxes yet? Many of you wait until the last minute (April 17) to do so. And that’s understandable, because no one enjoys doing their taxes! But if [...]
5 Ways to Guard Against Social Security Fraud
For Mark Roberts' Use: It’s an unfortunate fact of life that con artists frequently target retirees for their nefarious activities. As someone who is soon to collect your Social Security benefits in the near future, [...]
5 Things to Understand About Income Taxes in Retirement
For Mark Roberts' Use: Retirement brings many changes to your lifestyle, daily schedule, finances, and more. And that’s certainly true for your tax situation! As you transition into your new life, watch out for these [...]