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Don’t Make These Investment Mistakes
For Mark Roberts' Use: As you probably already know, the burden of retirement planning falls on you. Social Security was never meant to fully fund your retirement, so you will rely upon your own savings [...]
Charitable Deductions Can Mean Big Tax Savings
For Mark Roberts' Use: As the end of the year approaches, the holiday spirit might take over. You’re feeling festive - and generous. Giving to charity feels right, but it can also net you some [...]
Answer These Questions Before You Retire
For Mark Roberts' Use: As you race toward the retirement finish line, escaping the office might be all you can think about! But it’s better to create a solid plan before entering into a new [...]
File-and-Suspend Is Set to Expire!
For Mark Roberts' Use: If you're like many people, Social Security will comprise a significant part of your retirement income. And yet, considering the size and complexity of the government program, it's no wonder that [...]
How to Avoid Fraudulent Money Scams
For Mark Roberts' Use: According to a study by FINRA Investor Education Foundation, 84 percent of Americans aged 40 and older have been solicited to participate in what appeared to be a fraudulent money scam. [...]
Start Looking for Tax Deductions Now
For Mark Roberts' Use: As we wrap up 2015, you might already be thinking about your state and federal income taxes. Toward the end of each year, it's a good idea to assess your income [...]