Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

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What is the Rodgers & Associates Financial Planning Process?

Rick Rodgers

Our approach to retirement planning combines the seven-step process outlined by the Certified Financial Planner Board of Standards with our own unique focus on maximizing tax efficiency, managing risk, and minimizing expenses throughout retirement.

Review Your Social Security Records

Lee Pelko

By accessing your Social Security records online, you can verify that your benefit infor­mation is correct, update infor­mation, and receive infor­mation on estimated benefits based on your antic­i­pated retirement date.

5 Ways to Take Advantage of the Market Downturn

Rick Rodgers

Look for oppor­tu­nities created by lower markets, which include evalu­ating employer stock, performing Roth conver­sions, and investing before the market rebounds.

What is YOUR Purpose in Retirement?

Rick Rodgers

Finding ways to do what you love and setting personal goals can ease the transition from employment to a productive retirement.

Congratulations! You’re Retired… Now What?

Rick Rodgers

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.

Is a Loan from my 401(k) a Good Idea?

Christopher Hershey

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.

6 Ways to Help You Reach Your Retirement Goals

Rick Rodgers

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.