Rodgers & Associates Blog


Why You Should Consider Donating Stock to Your Church in 2018

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How to pay it forward in 5 easy steps

Are Gifts to Children Tax-Deductible?

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There is a way to receive a partial deduction for money that will eventually go to your children.

Retroactive Social Security Benefits: Is it right for you?

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If you are over your full retirement age, you have the option to back-date your application up to six months. This is almost never the best strategy.

Did You Know You Can Appeal Higher Medicare Premiums?

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What can be worse than expecting to finally get a Social Security raise, only to find out that your net check actually went down due to your income two years ago?

Means Testing Social Security: What We Know Right Now

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Means testing could take the form of more income taxes, a reduction in benefits, a surtax or some other method.

This Method Can Lower Taxes for Upper Income Taxpayers

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Taxpayers in the highest tax bracket should take a long-term view of tax planning. This method can help lower long-term tax liabilities.

Using your Health Savings Account as a Retirement Tool

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Health savings accounts (HSAs) can be effective tools in retirement. Learn about HSAs and how they can help pay for qualified medical expenses.

Passive Investing: Index Mutual Funds vs. Exchange-Traded Funds (ETFs)

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There are two types of mainstream passive investment tools, index mutual funds and exchange traded index funds (ETFs). In this post, we compare the two.

Every Walt Needs a Roy – Disney that Is

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Walt Disney’s success was in large part due to his brother, Roy. Here’s what Roy and Walt teach us about the client-financial planner relationship.

What is Financial Planning?

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Financial advisers do more than just evaluating your finances. Learn how they differ from other types of professionals, and find out if you need one.

Long-Term Care and the Insurance Need

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Curious about long-term care insurance and if it is worth it? In this blog post, we answer common questions about long-term care insurance.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437