Welcome to Roberts Financial Services, Inc

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

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Fine-Tuning with Sector Funds

The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.