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.
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.
May 2010
For an overview of what Rodgers & Associates offers as a wealth management firm, as well as key insights into what a good retirement savings strategy involves, be sure to listen to Dan Culhane's Radiospectives interview with Rick. Radiospectives brought in Rick Rodgers as a financial planning expert to educate listeners on why tax planning is so important to retirement planning.
April 2010
A Wall Street Journal article features advisor Mike Helveston's advice for young parents:
...it's never too early to start saving for college. Once the baby arrives, use monetary gifts to open up a 529 college savings plan, says Mike Helveston, a financial planner in Lancaster, Pa. Consider asking relatives and friends to contribute to the tax-advantaged account in lieu of buying clothes or toys.
April 2010
CNN sought out Rodgers & Associates advisor Lee Pelko to help give a middle-age couple a money makeover. The article, Money Makeover: Fix Our Mix, includes Pelko's assessment that the couple has too much money in their emergency savings. She recommends moving a percentage of it into secure but higher-yield investments. Read more at money.cnn.com...
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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