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For Mark Roberts' Use: When you were first hired on at your company, you were probably asked by human resources to fill out a number of forms. One of these forms pertained to your retirement plan [...]

For Mark Roberts' Use: Most of us understand that Social Security will comprise an important part of our retirement plan. On the other hand, we also know that we can’t count on Social Security payments [...]

For Mark Roberts' Use: What’s your retirement dream? The answer will vary from one person to the next, but most people agree that retiring debt-free would be ideal. In particular, we often hear pre-retirees say that [...]

For Mark Roberts' Use: As you enter the home stretch in your career, you’re probably running in “high gear” as far as retirement planning goes. You’ve almost reached your goal! Suddenly, an enormous roadblock looms ahead: [...]

For Mark Roberts' Use: You probably understand how important your retirement savings are. After all, you can’t count upon Social Security to provide for all of your needs in retirement, so the burden of preparing [...]

Retirement planning can be a complicated matter, partly because there are so many different options available to you. This is actually a good thing, because it means we can tailor a retirement income plan to [...]