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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A quick look at how federal income taxes work.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How long does a $20 bill last?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?