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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

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Cash Flow Analysis

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

Taxable Equivalent Yield

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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