Welcome to Roberts Financial Services, Inc

Newsletters

Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.
Women Face Challenges in a Post-Pandemic World

As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
Going Green: A Fast-Growing Corner of the Global Bond Market

This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
HOT TOPIC: Is the U.S. Economy in a Recession?

This article looks at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.

Working While Collecting Social Security Benefits

What will my net Social Security benefit be?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.