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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. [...]
Plan Carefully to Claim This Valuable Tax Deduction
For Mark Roberts' Use: December has arrived, and with it we receive holiday cheer, crowded shopping malls, sparkling decorations everywhere we look, and fake charity scams. Wait, what? Yes, you unfortunately read that correctly. While [...]
Working During Retirement Can Affect Your Social Security Benefits
For Mark Roberts' Use: While we all have an ideal retirement scenario in our imaginations, sometimes people do claim their Social Security benefits earlier than originally planned. Maybe you need to semi-retire a bit early, or [...]