Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

Found 226 Results Page 1 of 12

What’s the Difference Between Premium Bonds and Discount Bonds?

Richard Elias

A premium bond has a coupon rate higher than the prevailing interest rate for that particular bond maturity and credit quality. A discount bond, in contrast, has a coupon rate lower than the prevailing interest rate for that particular bond maturity and credit quality.

Long-Term Care and the Insurance Need

Christopher Hershey

A study conducted by the US Department of Health and Human Services estimates that 70% of adults who reach age 65 will need some type of long-term care services before they die.

Are Gifts to Children Tax-Deductible?

Richard Elias

There is a way to get a partial deduction for money that will eventually go to your children. A chari­table lead annuity trust gifts money to a charity first, and then passes assets to your benefi­ciaries.