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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Immediate Fixed Income Annuity: Is It Right For You?

Christopher Hershey

Immediate fixed-income annuities are often sold quoting an interest rate that is not available in certifi­cates of deposit or bonds. Generally, the interest rate quoted far exceeds more tradi­tional fixed-income products and is quite a lure to investors.

Phase 3 of the AGILE Retirement Journey

Christopher Hershey

Transi­tioning from work to retirement might be the biggest financial challenge people face. We’ll cover planning during Phase 3 of your retirement journey on this edition of Project Wealth.

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.

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.

Is a Loan from my 401(k) a Good Idea?

Christopher Hershey

While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan. 

Medicare Premiums

Christopher Hershey

Did you know not everyone pays the same monthly premiums for medicare? On this edition of Project Wealth, Chris Hershey explains how to plan your finances to lower Medicare costs.