Welcome to Roberts Financial Services, Inc

989 W Washington St. Ste. 101 Marquette, MI 49855

Phone:

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.