Blog - Rodgers & Associates

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.

Found 10 Results Page 1 of 1

Phase 1 of the AGILE Retirement Journey

Jeremie Patrick

Did you know a critical phase of retirement begins 10 years out? We’ll go over what you need to do in phase one on this edition of Project Wealth.

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.”…

Trustworthy Adviser

Jeremie Patrick

Trust is one of those qualities that has to be earned. When it comes to financial advice trust is precisely what consumers are looking for. We’ll talk about how to…

Roth IRAs

Jeremie Patrick

Roth IRAs are a great way to save for retirement. But what if you have more money to contribute than is allowed in a Roth IRA? We’ll provide important retirement savings tips…