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
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are five facts about Social Security that are important to keep in mind.
It may help your business be better prepared in the event of the death of a principal or key employee.
Earnings season can move markets. What is it and why is it important?
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
That big list of dreams and goals isn't the only way to look at your bucket list.