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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 [...]
A Few Benefits of an Annuity
For Mark Roberts' Use: Planning for retirement involves a web of complex decisions, and there is no single path that provides the answer for everyone. The decisions you ultimately make will depend upon many individual factors, [...]
Protect Your Heirs from the Probate Process
For Mark Roberts' Use: Like most people, you might have given some thought to what will happen to your assets after your death. You have signed beneficiary forms and told close family members which possession [...]
No Cost of Living Adjustment This Year
For Mark Roberts' Use: Have you heard the news about Social Security? Unlike most years, in which benefit checks increase slightly beginning in January, there won't be a cost of living adjustment (COLA) for 2016. If [...]
5 Financial Steps to Take at the End of the Year
For Mark Roberts' Use: December 31 marks the last day of the calendar year, and it also marks the deadline for taking advantage of certain tax advantages. You want to make sure you qualify [...]