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Credit Scores and Retirement
For Mark Roberts' Use: As you manage your retirement funds – whether you're already retired or just preparing for that stage of your life – one of the many aspects of your financial activity you should [...]
Upgrading Your Life Insurance, Tax Free
For Mark Roberts' Use: Consumer needs are always changing, and most industries know they have to change their products to keep up with demand. This is certainly true in the case of life insurance. If [...]
It’s Time for Medicare Open Enrollment!
For Mark Roberts' Use: On October 15, Medicare began their annual open enrollment period. Each year the program makes various changes in covered services, from provider options to which procedures and medications it will cover. In [...]
Required Minimum Distributions at Age 70 1/2
Some retirement plans, such as 401(k) plans and IRA's, require mandatory distributions when you hit age 70 1/2. Failure to adhere to these rules could result in penalties. Make sure that your retirement accounts are being handled properly and that you are fully informed. The video below offers more information. Contact our office if you have questions.
Birthdays to Remember
For Mark Roberts' Use: As we grow older, birthdays sometimes seem less significant. Unlike the major milestones of turning 18 or 21, going from 55 to 56 may not seem all that exciting. But since [...]
Pensions and Social Security Benefits
For Mark Roberts' Use: Many people plan to retire utilizing income from a combination of Social Security and a pension from work. This might be a good plan for a comfortable retirement, but you should [...]