Empire State Building and New York City skyline

Jim Roberts Investment Advisors LLC

Name: Jim Roberts-Centennial Securities
Address: 515 Ship St., St Joseph, MI, 49085, US
Telephone: 269-982-4188

515 Ship St. Suite 211
St Joseph, MI 49085

Phone:

269-982-4188

Fax:

269-982-4189

E-mail:

jim@jrria.com

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Registered Investment Advisor

Welcome to our Web site, where you'll find information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards available when you take a proactive approach to your financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind investing, wealth management, and retirement. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you. To help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Newsletters

Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Ghost Tapping Scams Are on the Rise: What You Need to Know

While ghost tapping sounds like something out of a scary movie, its a scam that can have very real consequences.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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