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How Do You Know if You Need a Financial Advisor?

For Mark Roberts Use: We all know, or have heard of, someone who never went to the doctor for regular check-ups. Then, one day, they frantically make an appointment. A lump was discovered or some other unusually distressing symptom popped up. Tragically, this person discovers that they have developed a serious illness, that could have been [...]

By |2018-07-02T08:12:45-05:00July 2nd, 2018|Financial tips, Retirement|0 Comments

6 Life Insurance Mistakes to Avoid

For Mark Roberts' Use: Life insurance is something everyone needs, and most of us will enroll in a policy at some point. But that doesn’t mean it’s your average, everyday purchase! You wouldn’t make any other major financial decision without conducting thorough research, so take the time to make this important decision carefully. As you compare [...]

By |2018-06-18T08:17:35-05:00June 18th, 2018|Financial tips, Retirement|0 Comments

What’s Going On With Social Security?

For Mark Roberts' Use: For most people, retirement income will be derived from several sources. Hopefully, you’ve been contributing faithfully to a retirement account of some sort, such as a 401k or IRA. But you’ve always been paying into the Social Security system all of these years, and you expect your benefits to be waiting [...]

By |2018-06-20T18:31:02-05:00June 10th, 2018|Retirement|0 Comments

Will You Stay Home in Retirement?

For Mark Roberts' Use: When you think about retirement, what do you picture? For some, retirement means a move to Florida, a cozy condo in the mountains, or a tidy home closer to the grandkids. But for many of us, retirement simply means that we relax and enjoy our current homes even more. A poll by [...]

By |2018-06-04T09:38:18-05:00June 4th, 2018|Retirement|0 Comments

5 Last-Minute Retirement Options

For Mark Roberts' Use: Let’s say you’ve been looking forward to your retirement for years, and planning faithfully. But now something has happened, and you’re not so sure your retirement budget is feasible. Maybe you faced an unexpected expense, or your cost of living has increased, or some other circumstance has planted doubts in your mind. [...]

By |2018-05-29T10:24:57-05:00May 28th, 2018|Retirement|0 Comments
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