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Will You Face a Surprise Retirement?
For Mark Roberts' Use: Most of us love surprises – the good kind, anyway! And you might think on the surface that a “surprise” retirement sounds like a great thing. It could be, if you win [...]
Inflation Affects Some More Than Others
For Mark Roberts' Use: We often warn our clients that, while they might not notice the effects of inflation from one year to the next, they will certainly notice a decrease in purchasing power over several [...]
Love Can Make You Blind – To Financial Mistakes
For Mark Roberts' Use: You've probably heard that the number one cause of marital discord is money. This truth has been widely recognized for years now – so why are we still making the same [...]
Good News for the Economy: What’s Next?
For Mark Roberts' Use: Evaluating the state of the economy involves many factors, with the unemployment rate being one of the most critical. In 2017 we received the good news that our nation's unemployment rate [...]
Another Way to Handle Rising Healthcare Costs
For Mark Roberts' Use: You’ve certainly heard the news by now: The cost of healthcare in the US continues to rise, outpacing inflation and cost of living increases to pensions and Social Security. In retirement, [...]
How Will Income Taxes Affect Your Retirement Income?
For Mark Roberts' Use: Income tax topics have dominated the news lately, mostly due to the major overhaul Congress just enacted upon our tax structure. So, you might be feeling concerned about how these changes [...]