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Articles by Rodgers & Associates’ Advisers

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6 Reasons to File an Amended Tax Return

Rick Rodgers

You probably just finished filing your tax return for 2018 and you’re thankful that it’s done for another year. The last thing you want to think about now is amending…

Every Walt Needs a Roy – Disney that Is

Patrick Carney

Walt Disney’s success was in large part due to his brother, Roy. Here’s what Roy and Walt teach us about the client-financial planner relationship.

How Would You Define a “Trusted Adviser”?

Rick Rodgers

The Department of Labor (DOL) Fiduciary Rule is officially in a transition period. The official start date has been pushed back to January 1, 2018. The rule applies to financial advice…

5 Ways to Close the Retirement Gap and Increase Savings

Rick Rodgers

Last fall The Washington Post reported[1] that 71% of American’s aren’t saving enough for retirement. The article was based on a national survey commis­sioned by Experian in collab­o­ration with Get Rich…

Don’t Retire Broke!

Rick Rodgers

The New Three-Legged Stool A Tax-efficient Approach to Retirement Planning was published in June of 2009. People had been told for years that they would be in a lower tax bracket…