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How Long Do You Need Your Money?
For Mark Roberts' Use: In the retirement planning world, we see that many people tend to focus on how much money they need to save for retirement. While that is certainly one way to look at [...]
Timing Your Retirement Fund Distributions
For Mark Roberts' Use: Until you retire, most of your life will be spent working hard and saving for retirement. You might focus on your savings goal so hard that you forget you will one day [...]
How Your Own Psychology Can Improve Your Finances
For Mark Roberts' Use: Our clients often want cut-and-dry answers. How much should I save for retirement? When should I retire? How can I find more room in my budget? These are all questions that clients [...]
Establish a Secure Stream of Income in Retirement
For Mark Roberts' Use: Retirement is a major life change, and it's no wonder that you worry about it. Possibly the most common fear is the possibility of outliving your money. Could you actually run out [...]
Top 6 Tax Return Mistakes to Avoid
For Mark Roberts' Use: Each spring, we all sit down with a calculator and piles of documents, and we file our tax returns. Despite efforts at simplifying the process, many of us still make mistakes. [...]
Changes to Social Security Impact Divorced Couples
For Mark Roberts' Use: As you might already know, the Bipartisan Budget Act of 2015 triggered significant changes to the Social Security system. In particular, Congress decided to close the “file and suspend” loophole, which helped [...]