Roberson Tierney & Associates

09/02/2026

The little hands you hold today are the reason to plan for tomorrow. ❤️

Life insurance isn’t just about preparing for the unexpected—it’s about protecting your family’s future, preserving dreams, and providing peace of mind.

Whether you’re a new parent, growing your family, or reviewing existing coverage, we’re here to help you find a solution that fits your goals and budget.

📞 Call 860-379-6700 (tel:860-379-6700) to schedule your complimentary review.

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Disclaimer: Insurance products offered through Roberson Tierney & Associates, LLC. Coverage availability and eligibility may vary by carrier and state.

09/02/2026

👉 Roughly 56 percent of IPOs bought at the offer price lost money after 3 years.

That's not the headline you see on day one.

You see the first-day pop. The company goes public, and its stock has averaged a 19 percent gain since 1980. Feels like a moment you should catch.

Here's what actually happens:

1️⃣ Institutional investors get the offering price before trading opens.

2️⃣ You buy at market open, after the move.

Then the real story starts.

🔎 This gap is based on research led by Professor Jay R. Ritter, who authored a 2026 report on IPO performance for the University of Florida. His analysis of 9,300 U.S. IPOs is one of the most comprehensive databases available.

Chasing IPOs can provide a thrill, but there are pros and cons.

A sound portfolio should reflect an investor's goals, risk, and time horizon. The risks of an IPO are not for everyone. 🎯

📋 Past performance does not guarantee future results. The return and principal value of IPOs and other stocks will fluctuate as market conditions change. And shares, when sold, may be worth more or less than their original cost.



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

09/01/2026

Planning Medicare can feel confusing, but it doesn’t have to be. At Roberson Tierney we guide Connecticut retirees and pre‑retirees through every enrollment window so you avoid coverage gaps and surprise costs.

We’ll walk you through a clear timeline graphic and share real client stories-like the couple who secured seamless coverage by enrolling on time, and the teacher who saved thousands by switching plans before penalties kicked in.

Schedule a complimentary consultation for a personalized review of your options and the peace of mind that comes with expert guidance. Visit https://wix.to/yiptq9J to get started.

08/31/2026

have to leave your employer health insurance and go straight onto Medicare.

If you or your spouse are still actively working and you have qualifying employer group coverage, you may be able to delay Medicare Part B without a late enrollment penalty. ⚠️ Don’t assume you should enroll—or delay Medicare—just because you’re turning 65.

📞 Talk with a Medicare professional before making the decision.

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08/28/2026

Two retirees can earn the same average return and have very different outcomes.

Why?

Because in retirement, timing matters.

An early market downturn in retirement can be more damaging than the same downturn later.

That is the sequence-of-returns risk.

The risk is not simply “the market went down.” It’s “the market went down while income still had to come out.”

A strong retirement strategy should look beyond average returns and address:

🔹 Where income will come from
🔹 How much cash or short-term reserves make sense
🔹 Which accounts to draw from first
🔹 When to rebalance
🔹 How RMDs and Social Security fit into the withdrawal strategy

Sequence-of-returns risk does not make many headlines.

But for anyone entering retirement, it can be one of the most important ideas to understand.

The goal is not to predict the next downturn. It’s about being prepared.

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.

08/27/2026

🚨 Turning 65 or new to Medicare? 🚨

Medicare doesn’t have to be confusing.

Our Medicare 101 class breaks down the basics in a simple, easy-to-understand way so you can feel confident about your healthcare decisions.

✨ Learn about:
• Medicare Parts A & B
• Medicare Advantage vs. Medicare Supplement
• Prescription Drug Coverage (Part D)
• Enrollment timelines
• Common mistakes to avoid

🎓 No pressure. No obligation. Just education.

📍 Hosted by Roberson Tierney & Associates
📞 Call 860-379-6700 to reserve your seat today!

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08/26/2026

There are several Medicare updates happening that beneficiaries should have on their radar:

💉 Expanded GLP-1 Access
Eligible Medicare beneficiaries may now have access to certain GLP-1 weight-loss medications through the new Medicare GLP-1 Bridge Program. 👉 Your Medicare coverage can change from year to year. Make sure you understand how upcoming changes could affect your benefits, prescriptions and costs.

📞 Contact Roberson Tierney & Associates with questions about your Medicare coverage.

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08/25/2026

New federal program changes the cost conversation for certain Medicare Part D beneficiaries: the Medicare GLP-1 Bridge Program may let eligible people access covered GLP-1 weight‑loss medications with a $50 monthly copay. The program runs from July 1, 2026 through Dec 31, 2027 and has important eligibility and coverage details to understand. Read our clear explainer to see if you or a loved one may qualify and what steps to take next: https://wix.to/BQ2eWjX

A new federal bridge program changes the cost conversation around weight-loss GLP-1 medications for some people with Medicare Part D. The key detail is simple: eligible beneficiaries may be able to access certain GLP-1 medications for weight loss or weight management with a $50 monthly copay.The Med...

08/25/2026

There is usually no single moment when the roles begin to shift with aging parents.

A confusing medical bill.
A missed payment.
A scam text that almost got clicked.

When and how do you step in without taking over?

The goal is not to take control.

The goal is to make sure helpful people, information, and safeguards are in place before decisions have to be made under pressure.

One potential conversation starter you could try…

“We are reviewing our own estate documents and realize we should understand where everything is.”

Sometimes, that is enough to open the door.

The families who tend to feel best about how this chapter goes are the ones who approached it as a proactive exercise rather than a response to a problem.

We are glad to be part of that process at whatever stage a family is ready to begin.

08/25/2026

Turning 65 or planning retirement in Connecticut? We can help you navigate Medicare enrollment windows so you avoid costly mistakes. At Roberson Tierney & Associates in Burlington, CT, we explain Part A and Part B, Medicare Advantage, and prescription coverage in plain language and show how choices affect costs and access.

We’ve guided many Connecticut retirees to tailored plans that fit their health and financial goals. Book a complimentary consultation to review your options and protect your care - we’ll walk you through each deadline and pitfall.

Schedule now: https://wix.to/X0zQle2