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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.
Tax-Deferred Saving
For Mark Roberts' Use: If you're not sure whether you'll really have enough income to retire, you aren't alone: 38 percent of Americans* share your concern. What's truly surprising is that this figure represents individuals [...]
Create a Disability Backup Plan
For Mark Roberts' Use: Have you ever considered what might happen if you were no longer able to work due to a sudden disability, such as an extended illness or serious injury? If your retirement [...]
Building Retirement Savings in Your Empty Nest
For Mark Roberts' Use: As adult children find jobs, move out of the family home, and begin building their own lives, parents often find themselves facing new opportunities. There are also numerous monthly budget items [...]
Are You Really Ready to Retire?
For Mark Roberts' Use: With years of careful planning, many workers can be ready to retire by a pre-determined time. However, there are a few questions you should ask yourself along the way, which may [...]
Fraudulent Scams Target the Elderly
For Mark Roberts' Use: In 2011, the Federal Trade Commission (www.tfc.gov) received nearly one million complaints of fraud from consumers. As the FTC scrambles to educate consumers about potential fraudulent schemes, con artists simply switch [...]