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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 [...]

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 [...]

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 [...]

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 [...]

For Mark Roberts' Use: It may not be the most pleasant thought, but the possibility of needing long-term care should factor into retirement planning. With an estimated seven out of ten people over age 65 [...]

Are you worried that your tax deductions will disappear when you retire? Learn more by watching the brief video below.   Remember, give us a call to set up an appointment if you'd like to discuss [...]