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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Phase 1 of the AGILE Retirement Journey

Jeremie Patrick

Did you know a critical phase of retirement begins 10 years out? We’ll go over what you need to do in phase one on this edition of Project Wealth.

Phase 2 of the AGILE Retirement Journey

Patrick Carney

Preparing for retirement might be the single biggest financial challenge people face. We’ll cover planning at the beginning of your retirement journey on this edition of Project Wealth.

Phase 3 of the AGILE Retirement Journey

Christopher Hershey

Transi­tioning from work to retirement might be the biggest financial challenge people face. We’ll cover planning during Phase 3 of your retirement journey on this edition of Project Wealth.

What’s the Difference Between Premium Bonds and Discount Bonds?

Rodgers & Associates

A premium bond has a coupon rate higher than the prevailing interest rate for that particular bond maturity and credit quality. A discount bond, in contrast, has a coupon rate lower than the prevailing interest rate for that particular bond maturity and credit quality.

Are Pennsylvanians Saving Enough for Retirement?

Rick Rodgers

Only 51% of Pennsyl­va­nians have tried to figure out how much they need to save for retirement—and just 31% are satisfied with their current financial condition.