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For Mark Roberts' Use: You expect to retire around age 65, perhaps even later, but sometimes things don't work out as we had planned. In fact, 7 of 10 current retirees stopped working before they [...]

For Mark Roberts Use:  Most people enjoy giving to charity, and they also appreciate the possibility of a tax deduction.  For years, rules allowing for a qualified charitable distribution (straight from your IRA to the [...]

For Mark Roberts' Use: As the old saying goes, nothing is certain except death and taxes. And while no one loves discussing either of those topics, they both require some advance planning. In particular, once [...]

For Mark Roberts' Use:   As you plan for retirement, it's normal and expected to focus on a particular savings goal. Or, perhaps you've already met that goal, and you just want to finish paying down [...]

For Mark Roberts' Use: Each fall, Social Security releases an expected cost of living adjustment (COLA), which takes effect on January 1 of the following year. And each fall, seniors who live on a fixed [...]

After years of dreaming and planning for retirement, you’ve finally crossed the finish line. In the first few months after you retire, you might experience a period of readjustment. You’re learning to live in an [...]