Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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Do You Need Long Term Care Insurance?

Rick Rodgers

A majority of people will need some form of living assis­tance, or long-term care, in their later years. Learn how to finan­cially prepare for this stage of life and review available options.

Annuity Traps Part 1: Living Benefits

Rick Rodgers

Learn about different types of annuities and under­stand how they can become a valuable component of your retirement plan.

The Potential Dangers of Rolling Your Company Stock into an IRA

Rick Rodgers

If you own large quantities of company stock held within a retirement plan, rolling it into a tax-deferred IRA may not be the best strategy. Learn when a Net Unrealized Appre­ci­ation (NUA) trans­action is the right choice to maximize your tax efficiency.

How “Gray Divorce” Can Affect Your Financial Future

Tiffany Leherr

Divorce rates are on the rise for those over the age of 55. Learn about the financial impli­ca­tions of this signif­icant life event and get guidance on how to navigate the many consid­er­a­tions individuals face.

Does Who Wins in November Make a Difference in Your Portfolio?

Christopher Hershey

While presi­dential elections can influence market perfor­mance, many other factors do, too. It’s important to recognize the complexity of the stock market and be careful not to confuse corre­lation and causation.

AGILE Overview

Christopher Hershey

Retirement is a journey to be enjoyed over time, not a desti­nation. Chris Hershey will help you plan for your unique journey on this edition of Project Wealth.

PHASE 2 of the AGILE Retirement Journey

Richard Elias

Preparing for retirement may be the single biggest financial challenge most people face. We’ll cover planning during phase two of your retirement journey on this edition of Project Wealth.