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Articles by Rodgers & Associates’ Advisers

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The Importance of Reporting to Credit Agencies After Death

Richard Elias

It is the respon­si­bility of the surviving spouse or the estate’s executor to notify lenders on joint accounts, to close out accounts in the deceased’s name, and to notify the three major credit agencies.

Six Retirement Tips That Should Go Away Forever

Patrick Carney

These misper­cep­tions can end up costing you a lot of money, and more impor­tantly, years of your life working for someone else rather than pursuing your passions.

Phase 4 of the AGILE Retirement Journey

Ashley Duff

You’re finally retired but the journey is not over. There is still plenty of planning left to do. We will discuss what needs to be done in Phase 4 of your…

Phase 3 of the AGILE Retirement Journey

Christopher Hershey

Transi­tioning from work to retirement might be the biggest financial challenge people face. We’ll cover planning during Phase 3 of your retirement journey on this edition of Project Wealth.

Phase 2 of the AGILE Retirement Journey

Patrick Carney

Preparing for retirement might be the single biggest financial challenge most people face. We’ll cover planning Phase 2 in this episode of Project Wealth.