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.Contact Us
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
It may help your business be better prepared in the event of the death of a principal or key employee.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a few things to consider when buying or leasing your next vehicle.
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.