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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Six Retirement Tips That Should Go Away Forever

Patrick Carney

These misper­cep­tions can end up costing you a lot of money, and more impor­tantly, years of your life working for someone else rather than pursuing your passions.

Phase 2 of the AGILE Retirement Journey

Patrick Carney

Preparing for retirement might be the single biggest financial challenge people face. We’ll cover planning at the beginning of your retirement journey on this edition of Project Wealth.

What is The Widow’s Tax and How Will It Affect Me?

Patrick Carney

IRS tax code treats married people very differ­ently than single people. When a spouse dies, the surviving spouse may often face a drop in income and a hike in income taxes at the same time.

What is a Money Script?

Patrick Carney

We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement. 

Estate Planning for Pets

Patrick Carney

Do you have a plan to provide for your pets after you’re gone? We’ll cover some estate planning tips for our furry friends on this edition of Project Wealth.

Life Insurance

Patrick Carney

Are you retired or planning to retire soon? Do you still own a life insurance policy? We’ll give you some life insurance pointers on this edition of Project Wealth.

Taxes & Retiring in PA

Patrick Carney

Why is Pennsyl­vania considered a good state for retirees? The answer on this edition of Project Wealth.

Pennsylvania: Good State To Retire In, Bad State To Die In

Patrick Carney

While the federal estate tax (in its current form) is probably something that very few people will need to worry about, the inher­i­tance tax is really something that all Pennsyl­va­nians need to consider.