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Roberson Tierney & Associates

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Burlington, CT
Roberson Tierney & Associates

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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 Reform 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. "Daphne Roberson is an Investment Adviser Representative of William Joseph Capital Management, Inc., an SEC-registered advisor. She also offers insurance products through Roberson & Tierney & Associates, which is separate from and not affiliated with William Joseph Capital Management, Inc. Insurance products are not advisory services and are not offered through William Joseph Capital Management, Inc."

11/02/2026

One investment gained 270 percent in the first five months of 2026. Two months later, it gave back 67 percent. 😳

Why do smart people chase numbers like that? Psychologist Daniel Kahneman said it best: "Stories trump statistics." 🧠

A hot streak always comes with a story. The story is what sells. The math is what stings.

Riches to rags is an old pattern, and so is the reverse. When a return looks too good to be true, give the story the same scrutiny you'd give the number.

If a market headline has your attention, run it past us before it runs your portfolio. 💬

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.

10/29/2026

Nationwide's 2026 study surfaced three key lessons from parents:

🎯 Not starting early enough.
More than 25 percent of recent retirees wish they had started sooner. Fifteen years of compounding early in a career can make a HUGE difference.

🎯 Not raising the contribution rate as your income grows.
Thirteen percent of recent retirees wish they had contributed more to their savings each year.

🎯 Claiming Social Security at 62.
More than a third of boomers plan to claim benefits the moment they become eligible, even though doing so cuts the monthly benefit by 25 to 30 percent for life.

According to the SSA, waiting past full retirement age adds 8 percent per year, up to age 70.

Across the research, three things seem to matter most:
1️⃣ Starting early
2️⃣ Getting an outside perspective rather than relying on instinct alone
3️⃣ Treating retirement as something that unfolds over decades rather than a single date on the calendar

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

10/26/2026

How many years before you are ready to be "retired"?

It's one of the most important numbers yet.

TIAA's 2026 longevity literacy research found that workers who expect a shorter retirement save less consistently than those who expect a longer one.

That makes sense, but it also means the people who assume their retirement will be short are the same ones who may be building portfolios with shorter time horizons.

Once someone has already reached 65, the numbers shift.

According to Social Security Administration data:

📌 A 65-year-old man has roughly a 24 percent chance of living past 90

📌 A 65-year-old woman's chances are higher, closer to 35 percent

📌 For a 65-year-old married couple, there is about a 50 percent chance that at least one spouse lives past 90

The practical implication is not "assume you will live to 100."

It's that a retirement income strategy built around the "average lifespan" often assumes a person will die on schedule. Most people do not.

If retirement is on your horizon, the question to ask is, "What happens to my income strategy if I live to 95?"

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

10/23/2026

Trust & Will's 2026 Estate Planning Report found that 56 percent of adults don't have core documents in place, including:

📝 A will: who gets what, and who is in charge of making it happen

🏥 A healthcare directive (or living will): what you want if you cannot speak for yourself

✍️ Two powers of attorney, one for medical decisions and one for financial decisions, each naming a specific person

📄 A letter of instruction: the practical map to where accounts live, who your professionals are, and what your kids or pets need

The friction is that estate work forces a family to sit with mortality, name specific people for specific roles, and make decisions that feel too permanent to rush.

Without something in writing, though, families are left improvising during one of the most difficult moments of their lives.

Most say they fully intend to get to it, but too many put it off until it's too late.

Don't put it off. Talk to a financial professional who can help.

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

10/21/2026

What happens to your cash flow when you stop earning a paycheck?

The 2026 EBRI Retirement Confidence Survey caught something interesting about that shift.

📊 Among workers, 33 percent say they turn to a financial professional for guidance.

📊 Among retirees, that number climbs to nearly 40 percent.

National Retirement Security Week (October 19–25 this year) is a reminder to check whether your strategy is evolving with your lifestyle priorities.

If retirement is within a few years, the practical step is not rebuilding the strategy today.

It's identifying the two or three moving pieces that are no longer theoretical, the day you stop working, and consider working with a financial professional who can help guide you.

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

10/20/2026

🏡 FULL HOUSE at the Bristol Senior Center! 🎉

What an incredible turnout for today’s Medicare Made Clear presentation!

We love seeing so many people taking the time to better understand their Medicare options and prepare for 2027! ❤️

A huge THANK YOU to the Bristol Senior Center and everyone who joined us today!

At Roberson Tierney & Associates, we’re passionate about making Medicare simple, understandable, and stress-free!

📞 Have Medicare questions? We’re here to help!

MedicareHelp ConnecticutMedicare MedicareExperts SeniorCommunity MedicarePlanning

10/19/2026

Fidelity's 2025 wealth transfer study found that roughly 67 percent of parents age 55 and older have never told their adult children what they will inherit, or whether they will inherit anything at all.

About 33 percent would prefer the kids are kept in the dark about the amount.

Their reasons should feel familiar:
✔️ Worry that a specific number will dampen a child's drive
✔️ Discomfort talking about money at all

The same study found:
Most adult children say they are ready to handle whatever they inherit and would rather shape things while their parents are still around to explain the "why" behind decisions.

Families who have inheritance strategies share some similar habits:
💬 Kids know who the financial professionals are and how to reach them
💬 Everyone knows where the estate documents are
💬 They try to manage any surprises well ahead of time

So, do you tell your children or not?

There's no single right answer here.

Sharing exact numbers isn't necessary, but most families find that a broad discussion can help with priorities and expectations.

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

10/17/2026

🚨 SCAM CALL RED FLAGS 🚩

They know your name.
They know your age.
They even know your address.

😳 That does NOT mean they’re from Medicare!

Scammers are getting smarter — and sometimes they only need ONE more piece of information from you: your Medicare number.

☎️ “Your Medicare card is expiring!”
🎁 “You qualify for FREE benefits!”
🦻 “We’re sending you a FREE hearing aid!”
🩼 “You qualify for a FREE brace!”

Sound familiar? 👀

Remember: Never give your Medicare number, Social Security number, or banking information to an unexpected caller.

When in doubt… HANG UP! 📵
Call the company or agency back using a number you trust.

And if you’re still wondering, “Was that call legit?” — call our office! We’re happy to help you figure it out. 📞

👇 Now we want to hear from you…

What’s the CRAZIEST Medicare scam call you’ve received? Share it in the comments so others know what to watch out for!

10/16/2026

A mother in California picked up the phone and heard her daughter's voice, panicked, saying she'd been kidnapped and needed money immediately.

What she'd heard wasn't her daughter. It was an AI-generated clone of her voice.

In a 2025 study, scientists found that when people heard a cloned voice, they correctly identified the voice as AI-generated only about 60 percent of the time.

The FBI attributed more than $890 million in 2025 losses to AI-enabled fraud, and voice cloning is one of the main drivers behind that number.

It is not only older adults being targeted. Younger family members get these calls too, often framed as a sibling or friend in trouble. Older adults just tend to lose the most per incident.

Two ways to protect your family.

🔐 Agree on a private code word or question with the people a scammer is most likely to impersonate (kids, parents, spouse)

📞 If a call like this comes in and you have not set up a code word yet, hang up, then call the real person back

When in doubt, slow down and verify.

10/15/2026

📣Medicare's Annual Enrollment Period is here! The enrollment window is from October 15 through December 7.

During this time, you can:

➡️ Enroll in a Medicare Advantage plan

➡️ Switch between Medicare Advantage and Original Medicare

➡️ Join, drop, or change a Part D prescription drug plan

Even if you’re satisfied with your current coverage, it’s important to review your plan and compare your options each year. Plan costs, benefits, provider networks, and drug formularies can change from one year to the next, and your own health care needs may change, too.

You don’t have to navigate your options on your own. Contact us to schedule an Medicare review meeting. We are here to help you!

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

http://www.robersontierney.com/

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