Rodgers & Associates Blog


5 Strategies for Gifting to Adult Children

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

Avoiding a Head-on Collision Between Your HSA and Medicare

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The last thing you want is your HSA and Medicare to clash.

Should You Name Your Estate as Your IRA Beneficiary?

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Why naming your Estate as your IRA Beneficiary may not be a good choice.

Time-Weighted Returns vs. Dollar-Weighted Returns

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Comparing Time-Weighted Returns and Dollar-Weighted Returns

7 Tips for Establishing an Emergency Fund

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Building an emergency fund, even by starting out small, can provide pay big benefits when faced with an actual financial crisis.

Should Bonds Still be Part of Your Portfolio?

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Making bonds part of your portfolio is a good, sustainable course of action if the decision is informed and made based on your needs and goals.

Traders vs. Investors

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Traders and investors view stocks in very different ways.

Should your spouse be your life insurance beneficiary?

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A spouse may not be the best beneficiary for your life insurance policy

How are Social Security Benefits Calculated?

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Social Security benefits are calculated in a very specific way, here’s how.

What is the Future of the Stock Market after the Election?

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The stock market may fluctuate based on presidential elections, but it’s not always in a negative way.

What You Need to Know about Target Date Funds

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Target date retirement funds involve creating an asset mix that rebalances according to a selected time frame.

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