Rodgers & Associates Blog


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.

Understanding the Tax Implications of Company Stock Based Compensation

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If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.

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.

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