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Articles by Rodgers & Associates’ Advisers

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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.

Six Retirement Tips That Should Go Away Forever

Patrick Carney

These misper­cep­tions can end up costing you a lot of money, and more impor­tantly, years of your life working for someone else rather than pursuing your passions.

What’s the Difference Between Premium Bonds and Discount Bonds?

Richard Elias

A premium bond has a coupon rate higher than the prevailing interest rate for that particular bond maturity and credit quality. A discount bond, in contrast, has a coupon rate lower than the prevailing interest rate for that particular bond maturity and credit quality.

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.