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.
August 9, 2018
A recent study1 conducted for Northwestern Mutual found one in three Baby Boomers (33%), the generation closest to retirement age, have less than $25,000 in retirement savings.
By Robin Russo, July 19, 2018
The terms reflect the current market pricing, not the quality, of particular bonds.
By Erika Eckman, June 21, 2018
How to pay it forward in 5 easy steps
By Rick Rodgers, June 18, 2018
There is a way to receive a partial deduction for money that will eventually go to your children.
Rick and Jessica Rodgers were awarded the Rotary Club of Lancaster’s Community Service Award for their impact in the community. Recognized for giving of their time and support to many local causes and programs that benefit the Lancaster Community including the Extraordinary Give, Lancaster County Council of Churches Food Bank and the Fulton Theatre. They were awarded a check for a charity of their choice. They designated for it to support the programs of the Lancaster County Council of Churches. In the spirit of the Extraordinary Give, Rick and Jessy decided to match the award, doubling its impact.
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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