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.
September 2010
Chris Cotter of Fox Business interviewed Rick Rodgers as an expert on Social Security, its current woes and how to keep it solvent. "Ironically, we could take some very small steps right now and fix Social Security," Rick told Fox Business. "My message to your viewers would be that if you want to retire at 65, don't count on Social Security.... That's what my advice for my clients is. Plan for your retirement but don't count on Social Security."
View the full 6-minute segment from the September 1 episode of FoxBusiness.com LIVE...
August 2010
Writing for My Retirement Blog, Rick underscores the importance of diversifying the kinds of savings you build in preparation for retirement. Putting everything into tax-deferred accounts may be a costly mistake, since future tax policy is unpredictable. "There is no better time to be taking a balanced approach to savings," Rick writes. "The last few months of 2010 may very well be the lowest income tax rates we see for some time, especially for higher income taxpayers."
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."
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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