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

Posted on

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

Organize Your Financial Documents with These 10 Helpful Categories

Posted on

Save time, Save money, Save headaches!

Why You Should Ignore Market Doomsayers and Their Meltdown Theories

Posted on

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

DOL Fiduciary Rule: A Step in the Right Direction

Posted on

New rule improves investor protection, but more should be done.

How Will a New President Affect the Stock Market?

Posted on

The stock market has fluctuated through more than 45 election cycles since 1833.

Some Medicare Beneficiaries Will See 15% Premium Hike in 2016

Posted on

Roughly 30% of Medicare beneficiaries will be affected.

Tax Consequences of the BB&T-Susquehanna Merger

Posted on

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

Market Volatility Shouldn't Be Feared

Posted on

Time to re-learn the lessons from 2008-2009.

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

Posted on

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?

Posted on

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.

ABLE Accounts Make Saving Easier for People with Long-Term Disabilities

Posted on

ABLE accounts were created last year to allow family members of persons with long-term disabilities to be able to set aside funds to help them maintain their quality of life.

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?

Since 2002 Mark Eisenberger has been helping people just like you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and, if you wish, 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