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.
November 1, 2018
RMD rules are similar for both types of accounts, but there are some differences.
October 18, 2018
Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B, and Part D.
By Tiffany Leherr, October 18, 2018
Contributions made to a 529 are made with after tax dollars, but the earnings on the contributions grow tax deferred, and withdrawals made for qualified expenses are tax free.
By Patrick Carney, September 20, 2018
HELOC stands for home equity line of credit. Like a mortgage, it’s a loan made against the equity in your home.
By Lee Pelko, August 16, 2018
Understanding how your assets are titled is a major tool to protect your wealth.
Friday, November 16th is Lancaster County's Largest Day of Online Giving. The Extraordinary Give is a chance for you to be a part of this community-wide celebration of giving. Click here for a message from Rick Rodgers about this great event.
Please consider bringing a new, unwrapped toy to donate when you visit our office from now until December 7th. We are located at 2025 Lititz Pike, Lancaster PA 17601.
lk's anniversary broadcast to look back at the recession and the factors that had an impact on the recovery.
Rodgers & Associates is pleased to once again partner with Millersville University’s Performing Arts as the 2018-2019 season Platinum Partner to provide cultural opportunities to the community.
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.
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.
Available Now