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 You Need to Know About RMDs

Rick Rodgers

Many clients have questions about when they need to withdraw money from their IRAs and what the rules are for Required Minimum Distri­b­u­tions (RMDs). Learn how to evaluate distri­b­ution options and avoid penalties that arise when RMDs are not met.

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.

What is Concierge Medicine?

Rick Rodgers

Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…

Choosing a State for Retirement

Erika Eckman

Did you know retirement income is not taxed by all states? We’ll help you determine which state is best for retirement on this edition of Project Wealth.

How Do Retirees Get Paid in Retirement?

Rick Rodgers

What happens when the paychecks stop, and retirement begins? It is one of the most pressing questions we hear from people approaching retirement.