Retirement Lifestyle Archives - Rodgers & Associates

What is a Money Script?

Patrick Carney

We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement.

What is YOUR Purpose in Retirement?

Rick Rodgers

Finding ways to do what you love and setting personal goals can ease the transition from employment to a productive retirement.

7 Steps to Take When You Inherit an IRA

Rick Rodgers

An IRA can be a wonderful account to inherit. However, the rules are complex and errors can be costly. There are some great tax advan­tages if you handle the inher­i­tance correctly.…

5 Ways to Close the Retirement Gap and Increase Savings

Rick Rodgers

Last fall The Washington Post reported[1] that 71% of American’s aren’t saving enough for retirement. The article was based on a national survey commis­sioned by Experian in collab­o­ration with Get Rich…