Rodgers & Associates Blog

3 Tips To Organize Your Tax and Financial Records

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Being organized saves time, reduces paper and can also lead to a more efficient estate transfer.

Tax Implications of Owning a Vacation Home: What Everyone Ought To Know

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Thinking of buying a vacation home? Here are some factors to consider before you make your decision.

ABLE Accounts Make Saving Easier for People with Long-Term Disabilities

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ABLE accounts were created last year to allow family members of persons with long-term disabilities to be able to set aside funds to help them maintain their quality of life.

Medicare's 50th Anniversary: Remember When

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How has Medicare changed life for seniors in this country?

Stop Worrying About Interest Rates and Just Invest In Individual Bonds Already

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Ignore the Threat of Rising Interest Rates and Get on with Your Life.

Do You Have an Estate Plan or Just a Fancy Piece of Paper?

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Having a fully coordinated estate plan in place will allow you to have the peace of mind of knowing that your affairs will be handled as you intended.

Don't Overlook the Importance of Tax Efficiency

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Tax efficiency is another important key to assuring you don’t outlive your money.

Three Key Assumptions To Make in Financial Planning

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When comparing results between retirement projections make sure you understand the assumptions of each plan.

Individual Stocks or Mutual Funds: Which is Better for You?

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The question isn’t easy to answer because a lot depends on what you want to accomplish.

How To Plan For a Potential Decline in Financial Capacity

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Plan now to avoid a serious problem later.

Non-working Spouses Can Contribute to an IRA: Here's How

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Income earned by one spouse can be used to fund retirement accounts for both spouses.

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