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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 [...]
The Most Common Retirement Question
For Mark Roberts' Use: We hear a lot of questions in the financial planning industry, but one seems to be the most important in the minds of our clients: When can I retire? You're no doubt [...]
Is Cheap Oil Actually Hurting Us?
For Mark Roberts' Use: In the past eight months, we've watched oil prices take a tumble, from highs above 100 dollars per barrel down to about 33 dollars in February. While drivers might be happy [...]