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
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
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Around the country, attitudes about retirement are shifting.
It's important to understand the pros and cons when considering a prepaid debit card.
A letter of instruction provides additional and more personal information regarding your estate.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are things about Social Security that might surprise you.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you explored all your options when it comes to managing your taxable income?
When do you need a will? The answer is easy: Right Now.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.