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.
December 13, 2018
Retirees drawing Social Security benefits received a 2.8 percent cost of living adjustment (COLA) in 2019. This is the largest COLA increase since 2011.
November 29, 2018
Saving more tax-free dollars for retirement got easier in 2019 after a six-year wait! The inflation-adjusted maximum annual contribution for a Roth IRA finally increased to $6,000.
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.
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.
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.
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.
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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