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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When Should You Take Social Security?

Rick Rodgers

Before you decide when to begin drawing Social Security benefits, you should evaluate a number of factors, including life expectancy and the financial challenges that face the Social Security system.

Does Your Estate Plan Still Need a Trust?

Rick Rodgers

Estate tax exemp­tions are much higher than they once were. As a result, it may be worth­while to review your estate plan and terminate trusts that are no longer needed.

Contributing Too Much to Your IRA Can Cost You

Rick Rodgers

Learn about contri­bution limits for tradi­tional and Roth IRAs and get advice on how to minimize penalties if you’ve contributed too much in a given year.

Creating an Online Social Security Account

Rick Rodgers

By creating an online Social Security account, you can review your annual statement, take a closer look at your earnings record, and verify that your tax payments are being credited correctly.

What is the Rodgers & Associates Financial Planning Process?

Rick Rodgers

Our approach to retirement planning combines the seven-step process outlined by the Certified Financial Planner Board of Standards with our own unique focus on maximizing tax efficiency, managing risk, and minimizing expenses throughout retirement.

What is YOUR Purpose in Retirement?

Rick Rodgers

Finding ways to do what you love and setting personal goals can ease the transition from employment to a productive retirement.

Congratulations! You’re Retired… Now What?

Rick Rodgers

Once you retire from your job, you have a number of decisions to make—and a number of ways to spend your time. These guide­lines will help you refine your prior­ities and manage this new phase of life.

6 Ways to Help You Reach Your Retirement Goals

Rick Rodgers

It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial indepen­dence sooner.