For Mark Roberts' Use: When we talk about retirement planning, we tend to hone in on a specific savings goal. Most people decide that they want to retire at a certain age, and they need to accumulate a specific amount of money in savings before they can do so. We base this dollar amount upon your [...]
For Mark Roberts' Use: For most of us, hearing the words “the American Dream” conjures up images of home ownership, white picket fences, two and a half kids, and a fuzzy Golden Retriever. Additionally, you might also associate those words with a comfortable retirement. It used to be that people dreamed of saving (and growing) [...]
For Mark Roberts' Use: These days, it’s rare for a worker to stay with the same company for thirty or forty years before finally retiring. Most of us change jobs at least once or twice, and it’s often a terrific decision that leads to better opportunities or a relocation that makes us happy. But when you [...]
For Mark Roberts' Use: Life sure has a sense of humor sometimes! Just as you hit the peak of your career and you’re finally getting caught up on retirement savings, the kids are ready to leave the nest. For most young adults, this means going off to college. Like most parents, you want to give them [...]
For Mark Roberts' Use: Retirement sure isn’t what it used to be. Previous generations often accessed retirement income through a pension offered by their employers. The pension, along with Social Security benefits and any personal savings, provided enough funds to sustain a retirement that lasted a decade or so. But now, lifespans are increasing and pensions [...]
For Mark Roberts' Use: For most of us, life insurance is an integral component of our financial strategy. We want our families to be protected in the event of our untimely death, so that they won’t be left helpless without the income they need to support their lifestyle. It’s unpleasant to think about, but preparing [...]
For Mark Roberts' Use: As an investor, one of your main goals is, of course, building a nest egg for your future. This will involve not only making difficult decisions at times, but also learning a bit about investing itself so that you can make those decisions wisely. Benjamin Graham, considered to be the father of [...]
For Mark Roberts' Use: Did you max out your retirement plan contributions this year? If so, good for you! You're earning a valuable tax deduction while also preparing for the future, but you don't have to stop there. There are other ways to prepare for a comfortable retirement, and one of them offers valuable protection to [...]
For Mark Roberts' Use: We have happily seen signs of a growing economy this year, but even with the inflation rate remaining quite low, many Americans have expressed concerns that their incomes are falling behind the rising cost of living. Often, our own expenditures on items like gas or food can fluctuate, and it feels as [...]
For Mark Roberts' Use: Like most people, you're probably quite busy at this time of year. We hope you're enjoying a wonderful holiday season! But since many financial planning actions must be taken before the end of the year, let's pause for a moment and discuss five things you need to do before December 31. If [...]