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Don’t Forget This Aspect of Estate Planning
For Mark Roberts' Use: When we think of estate planning, we tend to think of it as, “what I want to happen after I pass away”. You may be thinking of your finances, your burial [...]
Paying with Plastic: Know Your Options
For Mark Roberts' Use: When you're standing in the checkout lane, the option to pay with a credit or debit card may seem like a completely random decision. In other cases, your budget may dictate [...]
Tips to Protect Your Family and Clarify Your Legacy
For Mark Roberts' Use: Are you completely free of debt, with all of your money stashed in a single bank account? If you're like the vast majority of people, the answer is, No, of course [...]
Will My Tax Return Be Audited?
For Mark Roberts' Use: It's a scenario made for dark comedy films and financial nightmares: That envelope arrives in the mail from the IRS, and you discover the news that your tax return is being [...]
Ways to Waste Your Tax Refund
For Mark Roberts' Use: Now that tax season is in full swing, you're probably reading a lot of advice on how to put your tax refund to work for your future. The other side of [...]
5 Ways to Plug the Leaks in Your Budget
For Mark Roberts' Use: Think of your money as water, and your budget as the bucket that contains it. Wouldn't it be distressing to discover your bucket has several small leaks, and your “water” has [...]