Posted on January 31, 2020
Join us for the latest episode of Mark’s bi-monthly radio show, during which he and a guest discuss a financial topic.
Posted on July 8, 2019
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
Posted on June 24, 2019
The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.
Posted on June 24, 2019
Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Socia …
Posted on February 22, 2019
Join us for the latest episode of Mark’s bi-monthly radio show, during which he and a guest discuss a financial topic.
Posted on February 19, 2019
Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the …