Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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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,…

When Is Your Beneficiary Not Your Beneficiary?

Rick Rodgers

A man enrolled in his company’s 401(k) plan and named his wife as the sole benefi­ciary of his account. Years later, his wife died and the worker updated his account to…

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…

Planning for Pets

Rick Rodgers

My grand­mother had a lovable toy poodle she named Bopper. Bopper was her constant companion during the later years of her life. When my grand­mother passed away, there were no instruc­tions…

Consolidating Employer Retirement Accounts

Rick Rodgers

The average American will hold 11 jobs between the ages of 18 and 62, according to the Bureau of Labor Statistics (2010). When you start a new job, you probably remember…