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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Downsizing for Retirees: A Practical Guide

Rodgers & Associates

Downsizing is an oppor­tunity to embrace a new chapter— with less mainte­nance, more mobility, and the chance to explore hobbies, travel, or community living.

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.

Are You Overspending in Retirement?

Rick Rodgers

The 4% rule was developed taking economic downturns into account, and it has generally held up well during recent financial crises.

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.

Nine Tips for Safer Travel

Rick Rodgers

Surprises on vacation can be stressful. Here’s how to plan ahead so your next trip is memorable in the right ways.