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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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.

What Lessons Can Philanthropy Teach Us?

Jeremie Patrick

Merriam-Webster defines philan­thropy as “goodwill to fellow members of the human race, an active effort to promote human welfare, or an act or gift done or made for human­i­tarian purposes.”…

What We Can Learn from the Habits of Wealthy People

Rick Rodgers

Not wanting to be poor when I grew up, I decided the best course of action was to study people who had money. This fasci­nation set me on a lifelong course of studying wealthy and successful people.

Is Your Adviser Worthy of Your Trust?

Lee Pelko

It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.

Why Optimism Can be Good for Investing

Rick Rodgers

You only need to look at historic returns for equities to see that this has been true. Yet it appears that despite this evidence, whenever the equity market is falling, many investors start selling.

How Do Retirees Get Paid in Retirement?

Rick Rodgers

What happens when the paychecks stop, and retirement begins? It is one of the most pressing questions we hear from people approaching retirement.