Rodgers & Associates Blog


Want to Make More Money Investing? Try Maximizing Your After-Tax Return

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Ways investors can save money on taxes.

What is The Widow’s Tax and How Will It Affect Me?

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The widow/widower tax affects the income of the surviving spouse once their partner passes away.

The Rules for Medical Deductions Are Changing for Those Age 65 and Older

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The rules for medical deductions are changing for seniors ages 65 and up.

RMD Decision Time: What Baby Boomers Need To Know Now

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Avoid paying more in tax by knowing a few basic rules for RMDs.

Immediate Fixed Income Annuity: Is It Right For You?

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(And why it might not be so good for you.)

Retirement Withdrawal Mistake #1: Killing the Goose that Lays Golden Eggs

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Withdrawing extra funds from your retirement account can diminish your future income stream.

Retirement Earnings Test Is Not a Roadblock to Working in Retirement

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The Retirement Earnings Test (RET) can affect your cash flow and budget, but benefits are not lost forever.

Tax-Efficient Benefits of Exchange Traded Funds (ETF)

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The savings for non-tax deferred (retirement) account investors can be significant.

Retirement Income Calculations: What Many Are Missing

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Don’t take shortcuts when calculating your retirement income

Protect Your Family by Planning Your Wealth Transition Now

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Ask the right questions now, and gain peace of mind for you and your family.

Differences Between Spousal and Survivor Benefits, Explained

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What you need to know about spousal and survivor benefits.

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?

Since 2002 Mark Eisenberger has been helping people just like you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and, if you wish, 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