Financial tips

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Financial Scams are More Common Than You Think

For Mark Roberts' Use: Financial scams sound like something that only happen to television characters, or the young and inexperienced. Most of us believe we couldn’t possibly become a victim of a con artist, because we’re generally well educated on financial issues. And besides, these things are super rare, right? Unfortunately, no, financial scams are not [...]

By |2019-06-24T09:19:43-05:00June 24th, 2019|Financial tips|0 Comments

5 Ways to Plan for the Unexpected

When you think of financial planning, you probably focus on your regular expenses, monthly budgeting, and hopefully your retirement plan. But what about when unexpected events, even catastrophes, strike? Many of us don’t have a plan in place for emergencies, or we find that our plans were woefully inadequate. No one can prepare for every [...]

By |2019-05-20T09:35:39-05:00May 20th, 2019|Financial tips|0 Comments

No 401(k)? You Can Still Plan for Retirement!

When we talk about saving for retirement, we’re often speaking to those who have access to an employer-sponsored 401(k) plan. But what if your company doesn’t offer this option? You wouldn’t be alone; about 38 million working Americans don’t have access to this type of retirement opportunity. But you still have options… First, talk to [...]

By |2019-03-04T08:09:42-05:00March 4th, 2019|Financial tips, Retirement|0 Comments

Watch Out for Scams This Tax Season

For Mark Roberts' Use: Are you ready for tax season? Unfortunately, criminals are certainly ready, and they’ve been planning their tax season scams for months now. As you prepare to file your return, be on guard against these five common types of tax fraud. Strange phone calls. If someone calls you, pretending to be from [...]

By |2019-02-18T09:27:27-05:00February 18th, 2019|Financial tips|0 Comments

5 Common Financial Roadblocks

For Mark Roberts' Use: In the past few years, you might have seen encouraging reports on the state of the economy. Unemployment is low, and in general we’ve seen positive trends in the stock market. Of course, many people’s feelings about the economy are still divided along party lines. But with regard to personal household [...]

By |2019-02-11T10:39:55-05:00February 11th, 2019|Financial tips|0 Comments

Did Your Medicare Costs Increase?

For Mark Roberts' Use: As retirement planners, we always remind our clients to anticipate potential rising costs throughout retirement. That way, you can adjust your budget and withdrawal schedule accordingly. The cost of healthcare is one of those fluctuating expenses. While Medicare and supplemental insurance plans can help you keep your expenses more predictable, their [...]

By |2019-01-09T21:48:27-05:00January 28th, 2019|Financial tips, Retirement|0 Comments