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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Protect Your Path to Retirement: Managing Risk with Insurance

Michael Lenick

A well-rounded financial plan isn’t just about growing wealth—it’s about protecting it. Life and disability insurance play a crucial role in safeguarding your financial future and ensuring that your loved ones are provided for, regardless of what life brings.

How do I fix a missed RMD?

Adam Sclafani

RMD rules can be highly complex, and it’s easy to make mistakes by taking the wrong RMD amount, taking an RMD from the wrong account, or missing an RMD altogether.

Are You an Investor—or a Speculator?

Rick Rodgers

When you purchase gold, cryptocur­rencies, or art, you own an asset you hope will appreciate—without any real idea if it will.

Should You Do a Roth Conversion?

Rick Rodgers

Deciding to convert to a Roth IRA doesn’t have to be all or nothing. Let your tax bracket be your guide when deter­mining the amount to convert.

Your 2024 Guide to Year-End Tax Planning

Rick Rodgers

Reducing your tax liability means taking advantage of regulatory updates. We’ll look at some of the year’s tax law changes and opportunities.