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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What is YOUR Purpose in Retirement?

Rick Rodgers

Finding ways to do what you love and setting personal goals can ease the transition from employment to a productive retirement.

Congratulations! You’re Retired… Now What?

Rick Rodgers

Once you retire from your job, you have a number of decisions to make—and a number of ways to spend your time. These guide­lines will help you refine your prior­ities and manage this new phase of life.

Why Business Owners Should Diversify Their Portfolios

Rick Rodgers

The content of this newsletter was origi­nally published on CPBJ​.com. I was playing golf with a friend a few weeks ago. We have known each other for a couple of years and met…