Project Wealth Archives - Rodgers & Associates

AGILE Overview

Christopher Hershey

Retirement is a journey to be enjoyed over time, not a desti­nation. Chris Hershey will help you plan for your unique journey on this edition of Project Wealth.

PHASE 2 of the AGILE Retirement Journey

Richard Elias

Preparing for retirement may be the single biggest financial challenge most people face. We’ll cover planning during phase two of your retirement journey on this edition of Project Wealth.

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.

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.

Investment Strategy

Lee Pelko

Should you sell when the stock market is high or buy more? We’ll help you plan an investment strategy on this edition of Project Wealth.

Social Security Timing

Tiffany Leherr

When should you start drawing Social Security income? We’ll help you maximize this retirement benefit on this edition of Project Wealth.

Medicare Premiums

Christopher Hershey

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 finances to lower Medicare costs.

Trustworthy Adviser

Jeremie Patrick

Trust is one of those qualities that has to be earned. When it comes to financial advice trust is precisely what consumers are looking for. We’ll talk about how to…