Means Testing Social Security: What We Know Right Now
Means testing could take the form of more income taxes, a reduction in benefits, a surtax or some other method.
Understanding The Tax Cuts and Jobs Act of 2017
The Tax Cuts and Jobs Act of 2017 (TCJA) was signed into law by President Trump on December 22, 2017. Many of the provisions in the bill went into effect…
Why Business Owners Should Diversify Their Portfolios
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
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
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
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 We Choose Funds for our Clients’ Investment Portfolios
The Dow Jones Industrial Average has just passed 23,000 as I am writing this newsletter. Clients typically ask if there are any good places to invest, and this topic comes up…
How Would You Define a “Trusted Adviser”?
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…
How Do You Measure a Life Well-Lived – And How Will Your Children?
Is a life well-lived measured by how much wealth we acquire or is it measured instead by the condition in which we leave our relationships? Leona Helmsley ran a real estate empire…
What Does It Mean to Be a “Retirement Specialist”?
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
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…
How to Deal with the Death of a Spouse From a Financial Perspective
It will come as no surprise that the death of a spouse is consistently listed as one of the most stressful life events a person will face. Death is part of life…
5 Ways to Close the Retirement Gap and Increase Savings
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
Why is Pennsylvania considered a good state for retirees? The answer on this edition of Project Wealth.
Planning Estates with IRAs
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!
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…
Consider all of your alternatives before starting a foundation
The Clinton Foundation has been in the news lately. The former President of the United States, William J. Clinton, started the foundation in 1997. It is the nonprofit corporation used…
The Rules for Medical Deductions Are Changing for Those Age 65 and Older
The rules for medical deductions are changing for seniors ages 65 and up.
Retirement Withdrawal Mistake #1: Killing the Goose that Lays Golden Eggs
Withdrawing extra funds from your retirement account can diminish your future income stream.
Retirement Income Calculations: What Many Are Missing
Don’t take shortcuts when calculating your retirement income
