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For Mark Roberts' Use: We think of life insurance as a relatively modern innovation, but some form of it has been around since the days of ancient Rome! The original purpose was to protect a worker’s [...]

For Mark Roberts' Use: A hotly-contested election is one thing; once a new president begins to roll out their proposed budgetary changes, we have a whole new set of ideas to debate. One of President [...]

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: [...]