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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
It may help your business be better prepared in the event of the death of a principal or key employee.
Military families face unique challenges, making personal finance even more critical.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Five strategies for managing your student debt.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A bucket plan can help you be better prepared for a comfortable retirement.