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.

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Health Savings Accounts (HSA)

Mike Helveston

Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.

IRA Rollovers

Mike Helveston

An IRA can be a great way to save for retirement. When is it smart to roll over a 401(k) to an IRA? Get some tips on IRA’s on this edition of…