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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Social Security Basics

Rick Rodgers

In 1935, President Franklin Roosevelt signed the Social Security Act, which provided a nationwide retirement and social welfare program for the first time. Since then, Social Security has grown to become…

Do You Hold Title Correctly for Your Real Estate?

Rick Rodgers

Property title questions during financial planning inter­views often draw blank stares. Yet, under­standing the differ­ences among tenants-in-common, joint tenancy and community property is important for creditor protection issues, estate planning,…

Helping or Spoiling?

Rick Rodgers

That’s the question a parent must ponder when an adult child asks for financial assis­tance. One of the greatest parts of being a parent occurs when you become a grand­parent. So, it is…