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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 [...]
How Will the New Tax Plan Affect You?
For Mark Roberts' Use: Throughout the busy holiday season, Congress and the new tax plan remained hot topics in the news. Yes, they did finally reach an agreement, and our income tax structure will undergo [...]
Will You Make More Money in 2018?
For Mark Roberts' Use: Now that the new year has begun, you might be informed that you have earned a raise. Perhaps you’re even still holding onto that year-end bonus you received last month. Or, [...]
Avoiding the Headache of the Probate Process
For Mark Roberts' Use: Part of retirement planning also involves planning for your spouse's (or other heirs') needs in the event that something happens to you. If you pass away sooner than you had imagined, [...]
Traditional Versus Roth Retirement Accounts
For Mark Roberts' Use: When it comes to retirement planning, there are as many options as there are needs. The trick, then, is figuring out which ones match both your current and future financial objectives. [...]