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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Hardship Withdrawals – What are the Real Costs?

Rick Rodgers

Withdrawing money early from a retirement account is meant to be a last resort—and can come with conse­quences. Make sure you know these penalties and exemp­tions first.

Taking Inventory with Financial Tracking Apps

Ashley Duff

If managing your financial accounts feels clunky or time-consuming, a money management app can help you track spending, savings, and perfor­mance. Here are three to consider.

Phase 2 of the AGILE Retirement Journey

Patrick Carney

Preparing for retirement might be the single biggest financial challenge people face. We’ll cover planning at the beginning of your retirement journey on this edition of Project Wealth.