Working with an Adviser Archives - Rodgers & Associates

How “Gray Divorce” Can Affect Your Financial Future

Tiffany Leherr

Divorce rates are on the rise for those over the age of 55. Learn about the financial impli­ca­tions of this signif­icant life event and get guidance on how to navigate the many consid­er­a­tions individuals face.

What You Need to Know About RMDs

Rick Rodgers

Many clients have questions about when they need to withdraw money from their IRAs and what the rules are for Required Minimum Distri­b­u­tions (RMDs). Learn how to evaluate distri­b­ution options and avoid penalties that arise when RMDs are not met.

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.

6 Ways to Help You Reach Your Retirement Goals

Rick Rodgers

It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial indepen­dence sooner.