News from Rodgers & Associates
The latest news and updates from the Rodgers & Associates wealth management firm. Be sure to also check out our monthly newsletters.
July 2010
Financial Advisor Magazine has ranked Rodgers & Associates as the top registered investment advisory firm based in Central Pennsylvania, Central Penn Business Journal reported this week. The rankings are based on total assets under management as of the end of 2009.
July 2010
Now is the time to convert traditional IRAs into Roth IRAs, Rick tells the readers of Acrimoney, a blog on wealth management.
"Converting an IRA to a Roth generally makes sense if you expect to be in the same or a higher tax bracket in retirement," Rick writes.
July 2010
In a guest article for InvestingThesis.com, "Bear Markets Are Your Friend: Embrace Them," Rick Rodgers lays out five actions investors can take when the market turns bearish and volatile.
Tip No. 1 from Rick: "Embrace volatility – You will never now when the market is going to drop and neither will anyone else. Corrections in the market like we are having today are inevitable and should be treated as opportunities. Stop kicking yourself for not reading the tea leaves correctly."
June 2010
Assisting with finances frequently becomes an unexpected part of adult children who provide caregiving for their elderly parents. In an article he contributed to Senior Living Information blog, Rick outlines fundamental steps caregivers should take to make sure their parents are financially secure. Be sure to read the full guest blog post from Rick, Managing Your Parents' Financial Affairs.
June 2010
An interview with Rick Rodgers appeared this week on Sweating the Big Stuff, a blog that provides practical advice on personal finance issues. The interview features Rick summarizing what he does for clients of Rodgers & Associates: "Creating efficiencies in your finances will provide you with more consistent investment returns reduce your income taxes and save you money. That’s my approach in a nutshell." Be sure to read the interview and, if you haven't yet, check out Rick's book on retirement planning.
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The New Three-Legged Stool
In his new book, Rick tells the stories of how Rodgers & Associates has helped individuals get the most out of their retirement savings through careful tax planning. It's full of advice relevant to anyone who knows they need to plan for retirement but doesn't know how to allocate their savings.
Get more information at:
The New Three-Legged Stool Site