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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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.

Choosing a State for Retirement

Erika Eckman

Did you know retirement income is not taxed by all states? We’ll help you determine which state is best for retirement on this edition of Project Wealth.

What We Can Learn from the Habits of Wealthy People

Rick Rodgers

Not wanting to be poor when I grew up, I decided the best course of action was to study people who had money. This fasci­nation set me on a lifelong course of studying wealthy and successful people.

Is Your Adviser Worthy of Your Trust?

Lee Pelko

It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.

Why Optimism Can be Good for Investing

Rick Rodgers

You only need to look at historic returns for equities to see that this has been true. Yet it appears that despite this evidence, whenever the equity market is falling, many investors start selling.

How Do Retirees Get Paid in Retirement?

Rick Rodgers

What happens when the paychecks stop, and retirement begins? It is one of the most pressing questions we hear from people approaching retirement.