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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 [...]
10 Ways to Reduce the Chance of an Income Tax Audit
For Mark Roberts' Use: As tax season gets underway, you're probably looking for every deduction and credit that could possibly help you lower your tax liability. But be careful when you file your return, or [...]
Evaluating Your Retirement Savings Plan
For Mark Roberts' Use: At around age 40, most of us begin to think about retirement planning. As you look toward the future, one of your primary concerns is probably your savings plan. Are you saving [...]
What’s Wrong with Retiring at 62?
For Mark Roberts' use: Because 62 is the first age at which we can claim our Social Security benefits, many people plan to retire early. They do this even though their Social Security benefits will be [...]
Consider These Smart Moves in 2016
For Mark Roberts' Use: Now that January has come and gone, how are you doing with your New Year's resolutions? Did you resolve to increase your savings this year, or get your financial documents in order? [...]