Should You Name Your Estate as Your IRA Beneficiary?
Why naming your Estate as your IRA Beneficiary may not be a good choice.
Traditional IRAs Are Not Like Other Assets in Your Estate. Here’s Why.
Traditional IRAs are subject to a unique set of complex rules. Here are 6 significant differences between IRAs and other financial assets.
In Successful Wealth Transfers, Trust May Be More Important than Trusts
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.
Are Your Heirs Ready? 3 Lessons to Teach Children About Wealth Now
Steps you can take to help ensure that your wealth helps future generations.
Reporting to Credit Agencies after Death
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.
Estate Planning for Pets
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.
2 Ways to Help Children and Grandchildren Financially…Without Spoiling Them
We all start out life by working for money. The goal should be to put some of the money we work for aside regularly and invest it.
The 4 Estate Planning Documents Everyone Should Have
Read on to learn more about each type of document and why each is important in helping to make sure your estate plan is in order.
Thinking of Helping Out Your Adult Child(ren) Financially? You Might Not be Helping.
A recent study1 conducted for Northwestern Mutual found one in three Baby Boomers (33%), the generation closest to retirement age, have less than $25,000 in retirement savings.
6 Reasons to File an Amended Tax Return
You probably just finished filing your tax return for 2018 and you’re thankful that it’s done for another year. The last thing you want to think about now is amending…