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.

Found 282 Results Page 12 of 15

Why Business Owners Should Diversify Their Portfolios

Rick Rodgers

The content of this newsletter was origi­nally published on CPBJ​.com. I was playing golf with a friend a few weeks ago. We have known each other for a couple of years and met…

Trustworthy Adviser

Jeremie Patrick

Trust is one of those qualities that has to be earned. When it comes to financial advice trust is precisely what consumers are looking for. We’ll talk about how to…

Lower Income Taxes

Erika Eckman

Want to reduce your income taxes? Who doesn’t? We’ll help you plan your finances to minimize taxes on this edition of Project Wealth.

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.

How Would You Define a “Trusted Adviser”?

Rick Rodgers

The Department of Labor (DOL) Fiduciary Rule is officially in a transition period. The official start date has been pushed back to January 1, 2018. The rule applies to financial advice…

What Does It Mean to Be a “Retirement Specialist”?

Rick Rodgers

The Rodgers & Associates logo includes “The Retirement Specialists.” The home page of our website says we “specialize in financial planning for those who are retired or expect to retire within…

Roth IRAs

Jeremie Patrick

Roth IRAs are a great way to save for retirement. But what if you have more money to contribute than is allowed in a Roth IRA? We’ll provide important retirement savings tips…

5 Ways to Close the Retirement Gap and Increase Savings

Rick Rodgers

Last fall The Washington Post reported[1] that 71% of American’s aren’t saving enough for retirement. The article was based on a national survey commis­sioned by Experian in collab­o­ration with Get Rich…

Taxes & Retiring in PA

Patrick Carney

Why is Pennsyl­vania considered a good state for retirees? The answer on this edition of Project Wealth.

Planning Estates with IRAs

Lee Pelko

People think that naming heirs in a will is enough. We’ll explain why adding them as benefi­ciaries on an IRA account is important on this edition of Project Wealth.

Don’t Retire Broke!

Rick Rodgers

The New Three-Legged Stool A Tax-efficient Approach to Retirement Planning was published in June of 2009. People had been told for years that they would be in a lower tax bracket…