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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? [...]
Your Retirement Plans by the Decade
For Mark Roberts' Use: Our priorities will change over the course of our lives; that's just the way it is. When it comes to retirement planning, though, it's important to think about long-term goals and [...]
Think Twice Before Cashing Out Your Retirement Plan
For Mark Roberts' Use: With the New Year often come new career goals. You might be feeling tired of your current job path, annoyed by a commute, ready to increase your income, or eager to find [...]