Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

From Roth IRAs and tax planning to medicare and market reflections, Rodgers & Associates has over twenty five years experience navigating financial planning and wealth management. Each of our Financial Planners have various insights into how to plan and prepare for a thriving retirement lifestyle.

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Immediate Fixed Income Annuity: Is It Right For You?

Christopher Hershey

Immediate fixed-income annuities are often sold quoting an interest rate that is not available in certifi­cates of deposit or bonds. Generally, the interest rate quoted far exceeds more tradi­tional fixed-income products and is quite a lure to investors.

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.

Annuity Traps Part 1: Living Benefits

Rick Rodgers

Learn about different types of annuities and under­stand how they can become a valuable component of your retirement plan. 

Life Insurance

Patrick Carney

Are you retired or planning to retire soon? Do you still own a life insurance policy? We’ll give you some life insurance pointers on this edition of Project Wealth.