Once you retire from your job, you have a number of decisions to make—and a number of ways to spend your time. These guidelines will help you refine your priorities and manage this new phase of life.
Why do the majority of wealth transfers fail? Learn how to have the right conversations with your heirs now so they can learn how to properly manage their inheritance.
Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
The 10-year period before you retire can matter more to your retirement success than any other.
While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan.
Since the majority of retirees take more than their RMD annually, new life expectancy tables should not have a significant impact.
Steps you can take to help ensure that your wealth helps future generations.
Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement.
See our recommendations for sustainable withdrawal rates throughout retirement and learn why we believe a disciplined investment strategy is likely the best way to weather market fluctuations.
Learn how to weigh the benefits and drawbacks of taking a lump-sum cash payout from your pension plan.
Use these tips and strategies about spending, saving, and asset allocation to reach your retirement goals.
How to avoid taking a 50% tax penalty on your required minimum distributions (RMD) and how to correct missed RMDs.
Managing finances as a recent widow or widower is a hard but necessary task. Rodgers and Associates can provide the help needed to make the transition easier.
Learn how to protect yourself from data breaches, and what you can do if your information is compromised.
The Presidential Election Cycle Theory states the stock market is weakest in year one of a presidential term and then improves. Is it a theory you can rely on?
Are you saving enough for retirement? Read about target savings rates and see our strategies for closing the retirement savings gap so you can achieve financial independence.
The question of where to live in retirement is a very personal decision and the right answer will depend on many factors.