Welcome to Roberts Financial Services, Inc
989 W Washington St. Ste. 101
Marquette,
MI
49855
Phone:
- 906-228-5564
Fax:
- 906-226-4694
E-mail:
Newsletters
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.