Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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AGILE Overview

Christopher Hershey

Retirement is a journey to be enjoyed over time, not a desti­nation. Chris Hershey will help you plan for your unique journey on this edition of Project Wealth.

PHASE 2 of the AGILE Retirement Journey

Richard Elias

Preparing for retirement may be the single biggest financial challenge most people face. We’ll cover planning during phase two of your retirement journey on this edition of Project Wealth.

PHASE 1 of the AGILE Retirement Journey

Jeremie Patrick

Did you know a critical phase of retirement begins 10 years out? We’ll go over what you need to do in phase one on this edition of Project Wealth.

When Should You Take Social Security?

Rick Rodgers

Before you decide when to begin drawing Social Security benefits, you should evaluate a number of factors, including life expectancy and the financial challenges that face the Social Security system.

Does Your Estate Plan Still Need a Trust?

Rick Rodgers

Estate tax exemp­tions are much higher than they once were. As a result, it may be worth­while to review your estate plan and terminate trusts that are no longer needed.

Contributing Too Much to Your IRA Can Cost You

Rick Rodgers

Learn about contri­bution limits for tradi­tional and Roth IRAs and get advice on how to minimize penalties if you’ve contributed too much in a given year.

What is a Money Script?

Patrick Carney

We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement.

Creating an Online Social Security Account

Rick Rodgers

By creating an online Social Security account, you can review your annual statement, take a closer look at your earnings record, and verify that your tax payments are being credited correctly.

What is the Rodgers & Associates Financial Planning Process?

Rick Rodgers

Our approach to retirement planning combines the seven-step process outlined by the Certified Financial Planner Board of Standards with our own unique focus on maximizing tax efficiency, managing risk, and minimizing expenses throughout retirement.

Review Your Social Security Records

Lee Pelko

By accessing your Social Security records online, you can verify that your benefit infor­mation is correct, update infor­mation, and receive infor­mation on estimated benefits based on your antic­i­pated retirement date.