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For Mark Roberts' Use: If you've been contributing to your employer-sponsored retirement plan, then congratulations! You're making smart decisions about your future, and you're well on your way to a more comfortable retirement. At some [...]

For Mark Roberts' Use: With average annual costs for a private, four-year college reaching over $39,500 in 2012 – and increasing every year – it's no wonder parents are reaching desperate conclusions regarding their children's [...]

For Mark Roberts' Use: The federal estate tax, also known as the “death tax”, was first enacted with the Stamp Tax of 1797 in order to pay for naval rearmament. The estate tax has a [...]

For Mark Roberts' Use: Last year, the U.S. Supreme Court decided a case in which a widow and her deceased husband's first wife were embattled over his federal employee insurance benefits. The man had designated [...]

Investment Commentary – July 16, 2014 Dow – 17,060.68 (7/15/14 close) S&P 500 – 1,973.28 (7/15/14 close) 10-year Treasury – 2.55% (7/15/14)     The Fed sent a signal to the market that it will remain [...]

For Mark Roberts' Use: You have spent years – probably even decades – planning and saving for your retirement. When the time finally comes, it's important to make the most of your golden years. Remember [...]