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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Should You Buy Pet Insurance?

Rick Rodgers

A client recently told me about an incident that happened with their six-month old boxer. The dog had suffered a broken leg and was treated at the University Of Pennsyl­vania School…

Medicare 101 – The Basics You Need to Know!

Rick Rodgers

One of the most complex issues you will face when you reach age 65 is what to do about Medicare. Medicare is the federal health insurance program available to older…

What To Do When a Relative Passes Away

Rick Rodgers

When my father died a few years ago my mother was overwhelmed by the many details that needed to be attended to during such an emotional time. My Mom was fortunate…

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…