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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 [...]
What’s Your Retirement Number?
For Mark Roberts' Use: When you think about retirement planning, it’s normal to focus on saving a specific amount of money. Most of us need at least an approximate savings goal, so that we can deduce [...]
Should Retirees Avoid the Stock Market?
For Mark Roberts' Use: Last month, we all received a painful reminder that the stock market doesn’t always behave the way we hope it will. If you’re feeling a bit shaken up, that’s normal. But [...]