Welcome To Roberts Retirement Group
At Roberts Retirement Group, we work with families to help build, protect, and pass on their family wealth, values, and purpose. It is our mission to help assure each client's family legacy and assist them in achieving the goals and objectives that are most important to them by integrating all areas of planning: financial, insurance, tax, and legal strategies.
Located in the heart of the California Gold Country, we have been serving the residents of the Foothills since 1990, providing them with a strong, stable foundation where not only wealth, but also family values are protected, nurtured, and grown. Roberts Retirement Group offers wealth, value, and purpose for you, your children, and for generations to come.
Historically, you may have purchased financial or insurance products and then found out how they affected your retirement planning later. Surveys of affluent Americans consistently tell us that their major frustration is their financial advisors should be more proactive about future issues that might affect their financial well being.
It’s what we don’t know or what questions we don’t ask or clarify that may be costing us severely. By finding out how you arrive at financial decisions, we can determine if that process is perhaps flawed. If you find out that there are flaws or missing information in your decision making process, you will quickly realize where money is falling through the cracks or where the problems are in your current planning, thus helping you make more informed financial decisions closely matched to your true needs and desires.
Many financial advisors focus only on helping you accumulate assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks, and help you avoid financial problems in your retirement years and your estate plan.
Our simple, no obligation, 3 Step Review is a great way of helping you get a handle on your true needs and desires and determines whether or not your current strategies match up with your plans for today and your future.
Learn more about our 3 Step Review now by clicking here or calling 209-223-7870.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
How long does a $20 bill last?
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When do you need a will? The answer is easy: right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
$1 million in a diversified portfolio could help finance part of your retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.