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 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."

There's a reason so many women business owners half-joke that their real title is "everything."More women than ever are ...
10/09/2026

There's a reason so many women business owners half-joke that their real title is "everything."

More women than ever are starting and running businesses, and they're doing it at a faster clip than the market overall.

Census data show women now own more than 14 million businesses nationwide, a number that's grown 26 percent since 2012, compared with 19 percent growth for businesses as a whole.

A lot of that growth is happening online, where women-owned businesses tend to be more digitally integrated than those owned by men.

It also means millions of women are managing key decisions from scratch:

💼 How income gets paid (salary, distributions, or owner draws) and what that means at budget time

💼 Which retirement vehicle fits, and how much room there is to contribute

💼 How healthcare, disability, and other insurance get sourced without an employer default

💼 How the business gets valued, and what a sale or transition would actually look like

💼 How personal finances stay untangled from the business's finances

Wearing a tall stack of hats doesn't make entrepreneurship harder than it's worth. Plenty of women running these businesses would say the trade-offs are part of the deal. But it does mean the hats keep stacking up, one on top of the other.

This month is a good time to tip our own hats to the women doing it all at once.



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

Cyber criminals pay extra attention to accounts tied to money.A 2026 FBI study found that over 12,400 of those victims l...
10/07/2026

Cyber criminals pay extra attention to accounts tied to money.

A 2026 FBI study found that over 12,400 of those victims lost more than $100,000 each, and the average reported loss across elder fraud victims that year was $38,500. Here are a few habits to fine-tune your digital security this month:

🔐 Turn on multi-factor authentication everywhere it's offered. Yes, it's annoying, but according to a 2026 CISA report, using it makes an account roughly 99 percent less likely to be broken into. It only takes a minute to set up.

🔐 Give every account its own password. Reusing one password means one leaked login unlocks everything else. A password manager handles this without requiring you to remember dozens of them.

🔐 When you go to the dentist, put a reminder on your calendar to also change your passwords. Changing passwords often makes your accounts just that much harder to reach.

🔐 Pause before clicking. Phishing remains the most commonly reported cybercrime in the country, more than any other category the FBI tracks.

🔐 Check statements regularly, and turn on account alerts. Catching something small and wrong early is a lot easier to unwind than catching something large and wrong months later.

🔐 Consider freezing your credit if you're not actively applying for new credit or loans. This takes 15 minutes, one time.

None of this requires becoming a security expert. Pick the one or two that you've been putting off, and do it this week.

What's one financial decision you've made that helped you feel more prepared for your future?For many of the people we w...
10/05/2026

What's one financial decision you've made that helped you feel more prepared for your future?

For many of the people we work with, it's not a single investment or product; it's taking the time to create an overall strategy.

🗓️ October is Financial Planning Month—which is all about how the pieces of your financial picture fit together to help pursue your financial goals.

It's about putting together a comprehensive approach that manages your investments and retirement, provides for your loved ones—all while staying flexible enough to adjust as things change.

💡 If you've been meaning to update your strategy or to create one for the first time, it's never too late to start.



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

Did you know your eye doctor might spot signs of a health issue before your primary doctor does? 👁️ According to clinica...
10/02/2026

Did you know your eye doctor might spot signs of a health issue before your primary doctor does? 👁️ According to clinical guidance from the American Optometric Association, a comprehensive eye exam can help detect signs of more than 270 systemic and chronic health conditions, including diabetes and high blood pressure, sometimes before other symptoms even show up.

That's because the blood vessels and nerves in your eyes can reveal a lot about what's going on in the rest of your body. It's a great reminder that eye exams aren't just about updating your glasses prescription; they're an important part of your overall health picture. 🩺

Vision insurance can make it easier to keep up with these routine exams year after year, along with helping cover the cost of glasses or contacts.

When's the last time you had a comprehensive eye exam? If you need vision coverage to get you there, we can help.

Some financial decisions get a second chance. A handful don't.▪️ When you actually retire. In EBRI's 2026 Retirement Con...
10/02/2026

Some financial decisions get a second chance. A handful don't.

▪️ When you actually retire. In EBRI's 2026 Retirement Confidence Survey, 46 percent of retirees left the workforce earlier than they expected.

▪️ Stepping into a parent's finances. A 2026 Care.com report found sandwich-generation caregiving duties typically begin around age 34.

▪️ Receiving an inheritance. Ohio State research found nearly one in five people who inherited $100,000 or more had spent or lost the entire amount within two years.

▪️ Selling a business. For a typical owner, roughly 80 percent of their net worth is tied up in the business itself, per the Exit Planning Institute.

▪️ Writing (or updating) a will. Only 24 percent of Americans currently have a will, down from 33 percent in 2022, according to Caring.com.

None of these moments announce themselves on schedule. The families who handle them well are usually the ones who started talking years before circumstances forced their hand.



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

🚨 SCAM CALL RED FLAGS 🚩They know your name.They know your age.They even know your address.😳 That does NOT mean they’re f...
10/01/2026

🚨 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!

10/01/2026

Medicare plans can change each year. During AEP, review your coverage and compare your available options with Roberson Tierney.

📅 October 15–December 7
📞 860-379-6700

✨ Client Love 💛There’s nothing better than knowing our clients feel informed, confident, and cared for when making their...
09/30/2026

✨ Client Love 💛

There’s nothing better than knowing our clients feel informed, confident, and cared for when making their Medicare decisions.

Thank you, Karen L., for your kind words! We’re so grateful for the opportunity to answer your questions, explain your options, and help make Medicare a little easier to navigate. 💙

If you have questions about Medicare or your options, we’re here to help!

📩 Let’s connect and take the confusion out of Medicare.

Will your future income keep pace with the life you are preparing for?In October, the Social Security Cost-of-Living Adj...
09/30/2026

Will your future income keep pace with the life you are preparing for?

In October, the Social Security Cost-of-Living Adjustment (COLA) for 2027 will be announced.

The annual adjustment is designed to help benefits keep up with inflation, but the same principle can be applied more broadly.

Your retirement income may need to be adjusted as your life, expenses, and priorities change.

Healthcare, insurance, travel, home maintenance, and support for family members can all affect the income you may need to generate.

Ask yourself:

▪️ Has your expected retirement spending changed?
▪️ Are certain future expenses rising faster than you thought?
▪️ Does your income strategy account for inflation?
▪️ Are you strategizing for the lifestyle that you budgeted for years ago?

A thoughtful retirement income strategy should evolve as your life and expenses change.

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

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