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Watch Out for Tax Return Errors
For Mark Roberts' Use: Tax season has begun, and that means most of us are busily preparing our returns. Tax time can bring a lot of anxiety, because no one wants to have their return [...]
Retirement is a Couples Issue
For Mark Roberts' Use: We're often told that communication is key in any relationship, and that we must talk about our expectations when it comes to chores, major purchases, and other issues. After all, your partner [...]
How Can Profit Sharing Boost Your Retirement Fund?
For Mark Roberts' Use: A common trend among competitive companies these days is to offer employees a profit sharing plan. It's one of the best ways to recruit and keep valuable employees, because profit sharing [...]
A Brief Guide to Early Withdrawals
For Mark Roberts' Use: Sometimes it happens: you've been faithfully saving for retirement for years, even decades, and then catastrophe strikes. You're experiencing hard times and you wonder if withdrawing some money from your retirement account [...]
Should Your Retirement Plan Include Fixed Annuities?
For Mark Roberts' Use: If you talk about fixed annuities in a room full of investors, you're likely to receive a mixed reaction. A fixed annuity is, in layman's terms, an insurance contract that guarantees a [...]
Retirement Plans for the Stay-At-Home Spouse
For Mark Roberts' Use: When you think of retirement, you probably think of finally leaving the workforce for some much-deserved rest and recreation. We all worry about retirement savings because at this point in life, [...]