Rodgers & Associates Blog


4 Money Skills that Should be Shared with the Next Generation

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Below are four areas where parents can positively influence their children to help them build sound financial skills and a healthy relationship with money.

529 Plans: Know the Rules for College and K-12 Qualified Expenses

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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.

What is a HELOC? How they Differ from Conventional Mortgages

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HELOC stands for home equity line of credit. Like a mortgage, it’s a loan made against the equity in your home.

How To Title Your Cars To Limit Liability

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Understanding how your assets are titled is a major tool to protect your wealth.

What’s the Difference Between Premium Bonds and Discount Bonds?

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The terms reflect the current market pricing, not the quality, of particular bonds.

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.

The Pros and Cons of Retiring in Pennsylvania

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It’s a great place to retire, but can be an expensive place to have an estate.

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.

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