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 Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Simple steps may help you foil hackers and protect your privacy.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.