Roberson Tierney & Associates

Roberson Tierney & Associates Our consultative approach with each of our clients allows us to prepare an insurance directive with the individual needs of the client in mind.

Roberson Tierney & Assoc., LLC is a family-owned agency dedicated to helping our community navigate Medicare, supplemental coverage, and retirement planning with personalized solutions.
860-379-6700 We are licensed and certified in all lines of insurance, which gives our clients comfort in knowing that their insurance needs will be handled by one agency. We keep ourselves educated in Health Care R

eform so that we are able to guide our clients through the complexities of the Affordable Care Act. Our Retired Client Division has a broad range of services from Retirement & Medicare planning to Medicaid protection. We are licensed and certified with all carriers offering Medicare Supplement, Medicare Advantage Plans, and Part D prescription drug plans. Our agency also offers ancillary products to fill the gaps in Medicare Advantage plans. Our Final Expense division provides peace of mind to our clients when it comes to funeral planning. For our new retirees, we offer a wide range of financial products to protect assets from the instability of the stock market so that they can enjoy retirement knowing their assets are protected. Daphne Roberson is a Certified Long Term Care Consultant, we can educate our clients in the area of Long Term Care insurance, however we can also educate our clients on how to protect their assets from the nursing home and guard their retirement savings from Medicaid Spend Down.

Retirement isn't just about saving—it's about having a plan. Whether you're preparing to retire in the next few years or...
07/17/2026

Retirement isn't just about saving—it's about having a plan. Whether you're preparing to retire in the next few years or are already enjoying retirement, our team is here to help you make informed decisions with confidence. Schedule your private retirement consultation today and let's create a personalized strategy for your future.

📞 860-379-6700
🌐 robersontierney.com

Travel fraud gets worse every summer, and we hear more stories from clients every year.A quick login from the lobby.A br...
07/17/2026

Travel fraud gets worse every summer, and we hear more stories from clients every year.

A quick login from the lobby.

A brokerage app checked from the airport lounge.

A bank balance pulled up at a cafe.

Public networks are where accounts can get exposed.

A few habits worth building before the next trip:

🛑 Skip public WiFi for anything financial. Use cellular data or a personal hotspot.

🛑 Turn on real-time transaction alerts for every card.

🛑 Consider using credit, not debit.

🛑 Watch for skimmers (devices attached to gas pumps and ATMs that copy card data).

A few minutes of preparation before the trip can help prevent months of cleanup after.

Trump Accounts opened on July 4. A few questions are worth considering:➡️ Our baby is 18 months old. Do we qualify for t...
07/15/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.



This information is for educational purposes only and is not intended as tax, legal, or investment advice. Please consult a qualified professional regarding your individual circumstances.

Seeing our clients gain absolute clarity over their financial future and Medicare options is why we do what we do. This ...
07/14/2026

Seeing our clients gain absolute clarity over their financial future and Medicare options is why we do what we do. This recent testimonial highlights the peace of mind that comes with expert guidance and a solid plan. We are proud to be the trusted partner our clients rely on for their most important health and wealth decisions. What financial milestone are you aiming for this year? Let us know in the comments below. Link in bio 🚀💡📊✅🏅✨

🗓️ "Let's talk about it in December."By December, choices can be limited. Mid-year is often the sweet spot for preparati...
07/13/2026

🗓️ "Let's talk about it in December."

By December, choices can be limited. Mid-year is often the sweet spot for preparation.

✅ The bracket picture is clearer than it was in January.

Roth IRA conversion timing is flexible within the calendar year, but the bracket math can influence the outcome.

Six months of runway means scenarios can be modeled, not rushed.

If the market dips before year-end, the same tax math may change. Those windows rarely give notice. Keep your tax, legal, or accounting professional in the loop if you see an opportunity.

December conversions can be reactive.

Mid-year conversions can be designed.

If you’re wondering about timing, we welcome a discussion.

📋 To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner's death. The original Roth IRA owner is not required to take minimum annual withdrawals.



This information is for educational purposes only and is not intended as tax, legal, or investment advice. Please consult a qualified professional regarding your individual circumstances.

🚨 YOUR NEXT PARTY INVITE COULD BE A TRAPHackers are hijacking actual friends' accounts to send fake invites via Evite, P...
07/09/2026

🚨 YOUR NEXT PARTY INVITE COULD BE A TRAP

Hackers are hijacking actual friends' accounts to send fake invites via Evite, Paperless Post, or Punchbowl.

THE DOMINO EFFECT:

▪️ You hit RSVP in a friend's email.

▪️ A fake login page steals your password.

▪️ The same invite blasts to your entire contact list from your account.

▪️ Hackers now have access to your banking, brokerage, and password reset services.
Here’s how to spot a fraudulent party invite!!!

🔍 Check the Sender: Real Paperless Post invites come from an official paperlesspost.com address, Evite from evite.com, and Punchbowl from punchbowl.com, not a personal email address.

Protecting your wealth starts with protecting the email tied to it. Hope this helps!

Would your current cancer policy do more than pay a claim?Precision Care™ Cancer Insurance combines financial protection...
07/08/2026

Would your current cancer policy do more than pay a claim?

Precision Care™ Cancer Insurance combines financial protection with access to advanced genomic sequencing benefits following a covered cancer diagnosis. Because every cancer is different, having more information may help support treatment decisions with your care team.

If you already have cancer insurance—or you’re considering it—let’s review your options and determine whether this coverage fits your needs.

📍 Roberson Tierney & Associates
📞 Schedule your complimentary insurance review today.

Policy benefits are subject to policy terms, conditions, limitations, and state availability. This post is for informational purposes only and is not a guarantee of coverage or benefits. Benefits vary by policy. TGen and GTL are separate legal entities.

If something happened tomorrow, would your family know where to start? 🔐In most households, one person handles the money...
07/07/2026

If something happened tomorrow, would your family know where to start? 🔐

In most households, one person handles the money. The bills, the logins, the insurance, the auto-pays.

The other believes it's being handled, which is fine until it isn't.

Here’s a suggestion:

👉 Build one shared document with every account and explain how to access it. Update it periodically.

👉 Consider having both names on the accounts you say are jointly owned.

👉 Check out a password manager you both can access.

👉 Keep a one-page summary in a safe place with what to do, who to call, and where to look.

The couples who do this often say the same thing afterward: “We should have done it sooner.”



This information is for educational purposes only and is not intended as tax, legal, or investment advice. Please consult a qualified professional regarding your individual circumstances.

"We should just buy a place here." 🏖️Almost every client conversation about a second home starts with that sentence, sai...
07/03/2026

"We should just buy a place here." 🏖️

Almost every client conversation about a second home starts with that sentence, said on the third or fourth morning of a really good trip.

It's rarely about the house.

It's about wanting more of the version of life you experience on vacation.

That's a valid thought, but the house is not always the cleanest path to it.

A few things worth pressure-testing before you buy:

🔹 The sticker price is only the start. Insurance, maintenance, HOA fees, furnishings, and other expenses can add up faster than people expect.

🔹 The rental tax rules are not intuitive. The 14-day rule, passive activity limits, and depreciation may change the math. Be sure to check with your tax, legal, or accounting professional about how the rental tax rules would apply in your situation.

🔹 Paying all cash vs. financing isn't always straightforward. Don’t overlook the opportunity cost if you’re considering paying all cash.

🔹 Will the kids want it? Agree on it?

None of this is a reason not to buy. Plenty of clients have and love it.

It's a reason to do the numbers and have the family conversations before the offer, not after.



This information is for educational purposes only and is not intended as tax, legal, or investment advice. Please consult a qualified professional regarding your individual circumstances.

It's July 1. Six months of 2026 are gone. ⏳If you're like most of the people we work with, the year hasn’t gone exactly ...
07/01/2026

It's July 1. Six months of 2026 are gone. ⏳

If you're like most of the people we work with, the year hasn’t gone exactly the way you sketched it out in January.

➔ Maybe the market did something you didn't expect, and your priorities look different from what they did six months ago.

➔ Maybe a parent's health changed, or an adult child needed help, or a grandchild arrived, and now the estate strategy you finalized two years ago doesn't quite match the family.

➔ Maybe the business had a better year than projected, or you’re managing through some other issues.

➔ Maybe you sold something, bought something, retired, semi-retired, or finally admitted you're not going to retire when you said you would.

Any one of those is a reason to revisit your approach before December, not after.

The clients who feel most in control of their financial lives are the ones who don't wait until year-end to find out what the year actually was.



This information is for educational purposes only and is not intended as tax, legal, or investment advice. Please consult a qualified professional regarding your individual circumstances.

Address

252 Spielman Highway
Burlington, CT
06013

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 1pm

Telephone

+18603796700

Website

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