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.
January 10, 2019
When investors take a step back and view the stock market over a long period of time, we observe that bear markets are a natural occurrence in the never-ending market cycle.
December 27, 2018
Many advisers recommend shopping your automobile policy every two to three years. There are many factors that could have changed since you began insuring through your current carrier.
By Ryan Kelly, January 17, 2019
Careful consideration should be given when deciding whether either or both types of accounts would fit each family’s unique circumstances.
By Mike Helveston, December 20, 2018
If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.
By Jeremie Patrick, November 15, 2018
Below are four areas where parents can positively influence their children to help them build sound financial skills and a healthy relationship with money.
Thanks to your generous hearts and others within Lancaster County, Extraordinary Give was once again a smashing success. Together we raised $10,234,026.68 to support organizations that will enhance the lives of our local community. Click here for a message from Rick Rodgers about this great event.
lk's anniversary broadcast to look back at the recession and the factors that had an impact on the recovery.
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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