Robare & Jones has been helping clients manage their finances and reach their target retirement goals for over 30 years. We are a local, independent asset management company that offers personal and professional financial expertise to help you enjoy financial independence.
Our wealth management partners are all Certified Financial Planners and have all been recognized as Five Star Wealth Managers for the last five years in a row. They and their staff focus solely on the clients of Robare & Jones Asset Managers. Click on Our Team for more information.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When considering life insurance, it's important to understand your options.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you explored all of your choices when it comes to managing your taxable income?
There are nearly 1,200 ETFs available. Should you invest in them?
Are you ready for retirement? Here are five words you should consider.