1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Founder and Chief Investment Officer,
Roberts Wealth Management
Paul E. Roberts Jr. is the founder and chief investment officer of Roberts Wealth Management. He has passed the Series 65 exam and has insurance licenses in Texas, Louisiana, Mississippi and Alabama. After serving in the Army Signal Corps, he became the managing partner at Roberts, Cooper and Rasor, a certified public accounting firm. He spent 22 years as a practicing CPA, then founded Roberts Wealth Management, a firm that focuses on estate preservation and retirement planning. Along with his daughter and business partner, Summer Roberts, his mission is to partner with individuals and families who are concerned about financial management and estate protection during retirement. Their primary areas of focus are retirement income planning, investment management, 401(k)/individual retirement account (IRA) guidance and asset protection.
You wouldn't build a house without a blueprint, but that's what too many people do with their finances, and it can easily turn out very wrong.
See More From: Building Wealth
If you’re a financial news junkie, realize that keeping a close eye on the daily headlines could steer you wrong over the long term if you’re not prudent.
Record stock market or not, retirement may not be the time to take on excessive investment risks.
Do you know what dead money costs are? Have you read your prospectus? What you don’t know can cost you.