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

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Reporting to Credit Agencies after Death

Rodgers & Associates

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.

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.