Rodgers & Associates Blog

Roth IRA Conversion: Does It Make Sense For You?

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Each new tax year could provide a great opportunity to convert funds from a traditional IRA to a Roth IRA, but the decision can involve many moving parts and should be evaluated carefully.

Are You Working With an Investment Advisor or a Financial Planner?

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They may appear to be similar but are often very different.

Emotions and the Pitfalls of Concentrated Stock Positions

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Considerations if your portfolio is made up of one large stock.

How To Calculate a Budget for Your Retirement

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How much is enough when planning their retirement?

What the Fed’s Interest Rate Hike Means for Stocks and Investors

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Should investors be rejoicing?

Why Standard Deviation Matters When Choosing Investments

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Volatility often causes people to make decisions that may not be in their best interest.

Why Consolidating Multiple Investment Accounts Is a Good Idea

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Reducing complexity is just one of the advantages.

Seven Sensible Things You Should Do Before Retirement

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Are you ready for retirement?

Some Medicare Beneficiaries Will See 15% Premium Hike in 2016

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Roughly 30% of Medicare beneficiaries will be affected.

Four Financial Challenges of Losing a Spouse in Retirement

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For a married couple in retirement, death of one partner can be financially devastating.

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