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Articles by Rodgers & Associates’ Advisers

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What Lessons Can Philanthropy Teach Us?

Jeremie Patrick

Merriam-Webster defines philan­thropy as “goodwill to fellow members of the human race, an active effort to promote human welfare, or an act or gift done or made for human­i­tarian purposes.”…

What is Concierge Medicine?

Rick Rodgers

Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…

Health Savings Accounts (HSA)

Mike Helveston

Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.

Estate Planning for Pets

Patrick Carney

Do you have a plan to provide for your pets after you’re gone? We’ll cover some estate planning tips for our furry friends on this edition of Project Wealth.

Choosing a State for Retirement

Erika Eckman

Did you know retirement income is not taxed by all states? We’ll help you determine which state is best for retirement on this edition of Project Wealth.

What We Can Learn from the Habits of Wealthy People

Rick Rodgers

Not wanting to be poor when I grew up, I decided the best course of action was to study people who had money. This fasci­nation set me on a lifelong course of studying wealthy and successful people.

Is Your Adviser Worthy of Your Trust?

Lee Pelko

It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.

Why Optimism Can be Good for Investing

Rick Rodgers

You only need to look at historic returns for equities to see that this has been true. Yet it appears that despite this evidence, whenever the equity market is falling, many investors start selling.