Rodgers & Associates Blog


Reporting to Credit Agencies after Death

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Managing finances as a recent widow or widower is a hard but necessary task. Rodgers and Associates can provide the help needed to make the transition easier.

The Presidential Election Cycle Theory is Just Another Guess

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The Presidential Election Cycle Theory states the stock market is weakest in year one of a presidential term and then improves. Is it a theory you can rely on?

Are You Missing Out on These 3 Common Tax Strategies for Retirees?

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There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.

What Lessons Can Philanthropy Teach Us?

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Merriam-Webster defines philanthropy as “goodwill to fellow members of the human race, an active effort   

Under the Tax Cuts and Jobs Act, QCDs Can Be a Valuable Giving Tool

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As a result of the Tax Cuts and Jobs Act, the vast majority of taxpayers began taking the increased Standard Deduction. Because of this, most taxpayers will no longer get a tax benefit from their charitable giving.

10 Years Later: Lessons Learned from the Bernie Madoff Scandal

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Since his deceit was revealed, there are still many unanswered questions. Despite these questions, there are lessons that fraud can teach all investors to avoid becoming victims of the next Madoff.

Is Your Adviser Worthy of Your Trust?

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It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.

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.

The 4 Estate Planning Documents Everyone Should Have

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Read on to learn more about each type of document and why each is important in helping to make sure your estate plan is in order.

The Difference Between Stock Options and Restricted Stock Units (RSU’s)

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Complexity abounds with respect to a RSU or option decision.

5 Strategies for Gifting to Adult Children

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Gifting to adult children can be a rewarding way to enrich their lives.

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