Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

Found 19 Results Page 1 of 1

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.

Every Walt Needs a Roy – Disney that Is

Patrick Carney

Walt Disney’s success was in large part due to his brother, Roy. Here’s what Roy and Walt teach us about the client-financial planner relationship.

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.

Should I Pay Off My Mortgage Balance Early?

Patrick Carney

While few actually like having a mortgage, retirees generally fall into one of two camps: people who are okay with having a mortgage and people who aren’t.