Current Events

News analysis of interest to Rodgers & Associates blog readers, including responses to news stories that may have an impact on clients’ wealth management strategies


The Rules for Medical Deductions Are Changing for Those Age 65 and Older

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The rules for medical deductions are changing for seniors ages 65 and up.

Organize Your Financial Documents with These 10 Helpful Categories

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Save time, Save money, Save headaches!

Why You Should Ignore Market Doomsayers and Their Meltdown Theories

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Members of “Armageddon, Inc.” who constantly predict doom and gloom aren’t really trying to help you.

Tax Consequences of the BB&T-Susquehanna Merger

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There can be very large differences between how different mergers are treated for tax purposes.

Ignore the Hype About Medicare Premiums Increasing: Here Are the Facts

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The cost of medical expenses is rising and thus users across the board (not just 30% of them) could see their premiums rise by some amount.

Should I Pay Off My Mortgage Balance Early?

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While few actually like having a mortgage, retirees generally fall into one of two camps: people who are okay with having a mortgage and people who aren’t.

Medicare's 50th Anniversary: Remember When

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How has Medicare changed life for seniors in this country?

What the Once-Per-Year IRA Rollover Limit Means for You

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The IRS now views 60-day rollover IRA and Roth accounts differently than in the past. Here’s what you need to know.

3 Social Security Benefits for Baby Boomers Turning 66 in 2015

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If you’re turning 66 this year, you should be aware of three main benefits Social Security offers.

Where is Your Social Security Benefit Statement?

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The benefit statement contains an estimate of monthly benefits at various claiming ages and for disability claims.

Lessons From Whitney Houston’s Estate Plan

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A great reminder.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437