Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

Found 13 Results Page 1 of 1

The Importance of Reporting to Credit Agencies After Death

Rodgers & Associates

It is the respon­si­bility of the surviving spouse or the estate’s executor to notify lenders on joint accounts, to close out accounts in the deceased’s name, and to notify the three major credit agencies.

What’s the Difference Between Premium Bonds and Discount Bonds?

Rodgers & Associates

A premium bond has a coupon rate higher than the prevailing interest rate for that particular bond maturity and credit quality. A discount bond, in contrast, has a coupon rate lower than the prevailing interest rate for that particular bond maturity and credit quality.

Are Gifts to Children Tax-Deductible?

Rodgers & Associates

There is a way to get a partial deduction for money that will eventually go to your children. A chari­table lead annuity trust gifts money to a charity first, and then passes assets to your beneficiaries.

How “Gray Divorce” Can Affect Your Financial Future

Rodgers & Associates

Divorce rates are on the rise for those over the age of 55. Learn about the financial impli­ca­tions of this signif­icant life event and get guidance on how to navigate the many consid­er­a­tions individuals face.