One Year from Retirement? What You Should be Doing to Get Ready
Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.
What is Concierge Medicine?
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)
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.
Medicare Supplement Insurance Plans
Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B, and Part D.
Medicare Premiums
Did you know not everyone pays the same monthly premiums for medicare? On this edition of Project Wealth, Chris Hershey explains how to plan your your finances to lower Medicare…
Using your Health Savings Account as a Retirement Tool
Health savings accounts (HSAs) can be effective tools in retirement. Learn about HSAs and how they can help pay for qualified medical expenses.
Medicare vs. Medicare Advantage Plans
Learn about different Medicare plans and the benefits of each to decide which is right for you.
What Does It Mean to Be a “Retirement Specialist”?
The Rodgers & Associates logo includes “The Retirement Specialists.” The home page of our website says we “specialize in financial planning for those who are retired or expect to retire within…
Avoiding a Head-on Collision Between Your HSA and Medicare
The last thing you want is your HSA and Medicare to clash.
How You’re Saving For Retirement Is More Important Than Ever – Here’s Why.
The IRS Statistics of Income (SOI) program recently released data on taxpayers who hold IRAs for the tax year of 2013. The SOI program was mandated by the Revenue Act…