Blog - Rodgers & Associates

Articles by Rodgers & Associates’ Advisers

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Don’t Retire Broke!

Rick Rodgers

The New Three-Legged Stool A Tax-efficient Approach to Retirement Planning was published in June of 2009. People had been told for years that they would be in a lower tax bracket…

What It Means When Your Account Is “Insured”

Rick Rodgers

Deposit insurance depends a lot on what kind of account you have and what is actually held inside the account. You should under­stand how accounts are insured before you make a deposit.…

Income Tax Traps: Don’t Let Them Trip You Up

Rick Rodgers

Whatever happened to tax reform? National news has been focusing on different issues recently but the effort to reform the tax code is far from finished. Unfor­tu­nately our two political…

Fiduciary vs. Suitability Standard

Rick Rodgers

Would you be surprised to learn the financial services industry doesn’t follow a uniform standard of care? The financial advice you receive from a bank, credit union, brokerage firm, or independent financial…