heakth savings account

Health Savings Account

By J.K. Roberts, CFP, CRPC | June 28, 2017

A Health Savings Account (HSA) is a tax-exempt trust or custodial account that helps pay medical expenses.  Contributions to HSAs…

Fiduciary Rule

By J.K. Roberts, CFP, CRPC | June 27, 2017

Fiduciary Standard A fiduciary is a person or organization that is bound both legally and ethically to act in your…

socially responsible investment

Socially Responsible Investments

By J.K. Roberts, CFP, CRPC | June 14, 2017

When you invest, you’re voting with your money.  Despite what happens in Washington D.C., you can always make a difference.…

President Tyler

Presidential Impeachment: Impact on the Stock Market

By J.K. Roberts, CFP, CRPC | May 15, 2017

How would the stock market react to President Trump’s impeachment?  Politics is a passionate subject for many, but most would…

Affordable Care Act

The Affordable Care Act

By J.K. Roberts, CFP, CRPC | May 4, 2017

A client I worked with in the past earned over $300,000. The tax going to Obamacare was $1,801. This was on the over one hundred thousand in capital…

Umbrella Insurance

Insuring Your Financial Plan

By J.K. Roberts, CFP, CRPC | May 2, 2017

Insurance is a key component of any financial plan.  When it comes to investing for the future, most people think…