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Planning for Your Future

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Why is Time-Weighted Return a Good Way to Track Performance in Retirement?

By Tiffany Leherr, March 18, 2020

Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.

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In Successful Wealth Transfers, Trust May Be More Important than Trusts

By Jeremie Patrick, February 20, 2020

Why do the majority of wealth transfers fail? Learn how to have the right conversations with your heirs now so they can learn how to properly manage their inheritance.

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Is a Loan from my 401(k) a Good Idea?

By Christopher Hershey, January 16, 2020

While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan.

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Latest Updates

Rodgers & Associates Returns As A Presenting Sponsor Of The Extraordinary Give

Congratulations, clients and friends! Thanks to your generous hearts and others within Lancaster County, Extraordinary Give was once again a smashing success. Together we raised $10,550,282 to support organizations that will enhance the lives of our local community.

 

Rick Rodgers is Guest on WITF Smart Talk

Rick was a guest on WITF Radio Smart Talk program, “When Planning for Retirement, Timing is Everything” that aired on August 2^nd.

 

Rodgers & Associates Was Named Lancaster’s Best Wealth Adviser

Susquehanna Style Magazine’s readers have selected Rodgers & Associates as the best Wealth Management Firm in Lancaster for 2019. (Details)

 

AS SEEN ON TV

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.

• As a Registered Investment Adviser (RIA)*, we are held to a fiduciary responsibility, placing our clients’ interests above all others.
• We believe that objective Certified Financial Planner^™ professionals and members of the National Association of Personal Financial Advisors (NAPFA) represent their clients’ best interests throughout the planning process.
• Our wealth management service extends beyond asset and investment management to include tax planning, charitable giving and estate planning, creating efficiencies wherever possible.
• Our team of financial planners follows our proprietary six-point process, WealthGuard^™, as they work with you to help protect the wealth you’ve built.
• For each of our clients, we develop, follow, and maintain a written plan for financial independence and a worry-free retirement.

 

*Registration as an investment adviser does not imply any level of skill or training.

Don't Retire Broke:

An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom

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