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.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Savings Accumulation

Estimate the future value of your current savings.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.