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Not Enough to Save for Retirement? Think Again
For Mark Roberts' Use: One of the most common reasons people give for not saving for retirement is, “I don't have anything extra to save”. While this may be an unfortunate reality for some people, [...]
How Does a Financial Advisor Get Paid?
How does your financial advisor get paid? Are there commissions or trade charges? We've created this brief video to explain the process. Click the image below to view!
Drafting a Will to Protect Your Children
For Mark Roberts' Use: We generally think of a last will and testament as something that only concerns elderly people. However, the reality is that anyone with children should have a legal will in place, [...]
Profit-Sharing Plans as Part of a Retirement Portfolio
For Mark Roberts' Use: Many companies offer profit-sharing plans to employees in order to generate a feeling of partnership and attract high-caliber workers. These plans give employees a portion of the company's profits each year, [...]
Impact of Withdrawing Tax-Deferred Investments Early
For Mark Roberts' Use: When you decided to make certain tax-deferred retirement investments, you were likely informed of the penalties you could face by withdrawing the funds before age 59 ½. Generally, taking this action [...]
Questions to Ask Your Financial Advisor
When selecting a financial advisor, a number of questions may come to mind. We'd like to answer some of them for you with this brief 60 second video.