Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

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Are Pennsylvanians Saving Enough for Retirement?

Rick Rodgers

Only 51% of Pennsyl­va­nians have tried to figure out how much they need to save for retirement—and just 31% are satisfied with their current financial condition.

Prudent Withdrawal Rate

Rick Rodgers

Even if the proba­bility of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.

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.

The Potential Dangers of Rolling Your Company Stock into an IRA

Rick Rodgers

If you own large quantities of company stock held within a retirement plan, rolling it into a tax-deferred IRA may not be the best strategy. Learn when a Net Unrealized Appre­ci­ation (NUA) trans­action is the right choice to maximize your tax efficiency.

Does Who Wins in November Make a Difference in Your Portfolio?

Christopher Hershey

While presi­dential elections can influence market perfor­mance, many other factors do, too. It’s important to recognize the complexity of the stock market and be careful not to confuse corre­lation and causation.

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.