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

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Annuity Traps Part 2: Death Benefits

Rick Rodgers

While annuities can be an important way to build wealth, many individuals don’t realize how compli­cated these insurance products can be. In this article, we’ll walk you through what you need to know about annuity contracts and the five-year-rule.

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.

Reporting to Credit Agencies after Death

Rodgers & Associates

Managing finances as a recent widow or widower is a hard but necessary task. Rodgers and Associates can provide the help needed to make the transition easier.

Estate Planning for Pets

Patrick Carney

Do you have a plan to provide for your pets after you’re gone? We’ll cover some estate planning tips for our furry friends on this edition of Project Wealth.

6 Reasons to File an Amended Tax Return

Rick Rodgers

You probably just finished filing your tax return for 2018 and you’re thankful that it’s done for another year. The last thing you want to think about now is amending…