Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
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 [...]
The Recovering Housing Market
For Mark Roberts' Use: As we all know, the collapse of the housing market was one of the major contributors to the worst recession seen in the U.S. since the Great Depression. Now, as the economy [...]
The Basics of Estate Planning
For Mark Roberts' Use: Many people don't like to think about estate planning, but it's a fact of life for all of us. Becoming familiar with the basics before meeting with an attorney or financial planner [...]
How to Become a Millionaire
For Mark Roberts' Use: Have you ever wondered, if you started saving right now, how long it would take you to accumulate one million dollars in the bank? Obviously, the answer to that question is [...]