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

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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.

What You Need to Know About RMDs

Rick Rodgers

Many clients have questions about when they need to withdraw money from their IRAs and what the rules are for Required Minimum Distri­b­u­tions (RMDs). Learn how to evaluate distri­b­ution options and avoid penalties that arise when RMDs are not met.

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.

When Should You Take Social Security?

Rick Rodgers

Before you decide when to begin drawing Social Security benefits, you should evaluate a number of factors, including life expectancy and the financial challenges that face the Social Security system.

What is a Money Script?

Patrick Carney

We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement.

Congratulations! You’re Retired… Now What?

Rick Rodgers

Once you retire from your job, you have a number of decisions to make—and a number of ways to spend your time. These guide­lines will help you refine your prior­ities and manage this new phase of life.

Reporting to Credit Agencies after Death

Robin Russo

Managing finances as a recent widow or widower is a hard but necessary task. Rodgers and Associates can provide the help needed to make the transition easier.