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Independent Wealth Management Retirement  Planning It May Be Time for a Financial Checkup

Partnering with our clients to prepare for a more secure future

One of the most important decisions you will need to make as you approach retirement is the makeup of your financial planning team. At Michael Roberts Associates we are highly experienced and offer the objectivity, discipline, prudence and judgment that you can rely on as you plan for and enjoy your retirement years.

The fact is we all have to take a more active role in saving and investing for a financially secure future.

At MRA we can provide a personalized comprehensive financial plan that will serve as a roadmap for your retirement preparation and future. We then continuously update and monitor this plan to accommodate the changing circumstances of business and life.

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Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Rightsizing for Retirement

What does your home really cost?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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