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RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

McRoberts & Associates

We believe in the value of relationships. We view every client relationship like a partnership, and believe that our success is a result of your success. 

We believe that each of our lives has meaning and purpose. We feel that effective money management can play a positive role. To that end we strive to provide services that assist our clients in the areas of tax and investment planning.

About Us

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.