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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five phases to changing unhealthy behaviors.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There’s a link between debt and stress.
How long does a $20 bill last?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, infiltrating the world of bonds.
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?