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.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Don't let procrastination keep you from pursuing your financial dreams and goals.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are nearly 1,200 ETFs available. Should you invest in them?
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What are your options for investing in emerging markets?
Learning more about gold, and its history, may help you answer that question.