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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

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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