Rodgers & Associates financial advisers specialize in financial planning for investors who are retired or expect to retire within five years.
Today, individuals retire earlier and live longer than ever before. The new wisdom is to plan for thirty years of retirement. We work with clients to free them from their concern that they will outlive their assets.
Rodgers & Associates is independent and fee-only, so our only loyalty is to you.
June 14, 2018
By Rick Rodgers, June 18, 2018
There is a way to receive a partial deduction for money that will eventually go to your children.
By Ryan Kelly, May 17, 2018
If you are over your full retirement age, you have the option to back-date your application up to six months. This is almost never the best strategy.
By Mike Helveston, April 19, 2018
What can be worse than expecting to finally get a Social Security raise, only to find out that your net check actually went down due to your income two years ago?
Rick’s book, Don't Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom, was recently reviewed by Jon Ferguson of LNP. You can read the review here.
Have you seen our advisers in the Project Wealth segments on WGAL TV 8? Each video focuses on an important financial topic and is designed to help people make smart decisions about wealth. Click here to watch Project Wealth.
The Manor in Lancaster, Pennsylvania — home of Rodgers & Associates »
Rodgers & Associates is a wealth management firm located in Lancaster, PA. Our financial advisers offer fee-only financial planning to clients in the Central Pennsylvania area as well as across the country.
*Registration as an investment adviser does not imply any level of skill or training.
Using easy-to-understand language and real-life examples, Rick teaches you how you can avoid savings pitfalls and costly tax mistakes—many you may not even know about—to help you enjoy the retirement lifestyle you want.
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