# Rodgers \& Associates: Wealth Advisers > Rodgers \& Associates is a financial adviser \& wealth management firm in Lancaster, PA with over twenty fives years of experience specializing in planning for financial independence during retirement\. Generated by Yoast SEO v28.1, this is an llms.txt file, meant for consumption by LLMs. ## Pages - [Services](https://rodgers-associates.com/services/) - [Team](https://rodgers-associates.com/about/team/) - [About](https://rodgers-associates.com/about/) - [Home](https://rodgers-associates.com/) - [Community](https://rodgers-associates.com/about/community/) ## Posts - [Ask the Adviser: How Do I Know If My Asset Allocation Is Still Right for Me?](https://rodgers-associates.com/blog/ask-the-adviser-when-should-i-change-my-asset-allocation/): Does a big milestone mean you should change your asset allocation? Not necessarily\. We always ask our clients these 5 key questions before we rebalance their portfolio\. - [Required Minimum Distributions \(RMDs\): 5 Common Questions Retirees Ask](https://rodgers-associates.com/blog/will-changes-to-the-life-expectancy-tables-for-rmds-make-a-difference/): Required Minimum Distributions \(RMDs\) are an important part of retirement planning\. Learn when RMDs begin, how they are calculated, and what steps you can take to avoid costly mistakes\. - [Ask the Adviser: “I’m Retired \- Now What?” Rethinking Retirement through ReFirement](https://rodgers-associates.com/blog/im-retired-now-what-refirement/): You planned for retirement financially, but have you planned for purpose? ReFirement reframes retirement as a season of renewed meaning, connection, and growth\. - [Ask the Adviser: What should I do with Paper U\.S\. Savings Bonds? How to Convert Paper U\.S\. Savings Bonds to Electronic Bonds\. ](https://rodgers-associates.com/blog/converting-paper-u-s-savings-bonds-to-electronic-format/): Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement\. - [The Pros and Cons of Self\-Directing Your Employer\-Sponsored Retirement Account](https://rodgers-associates.com/blog/the-pros-and-cons-of-self-directing-your-employer-sponsored-retirement-account/): While more investment choices may be appealing, there are some issues to be aware of before taking this direction\. ## Team Members - [Brittany Luttrell](https://rodgers-associates.com/about/team/brittany-luttrell/) - [Gerard Wrazien](https://rodgers-associates.com/about/team/gerard-wrazien-2/) - [Susan Connors](https://rodgers-associates.com/about/team/susan-connors/) - [Clint Krushinsky](https://rodgers-associates.com/about/team/clint-krushinsky/) - [Nicole Kratz](https://rodgers-associates.com/about/team/nicole-kratz/) ## Guides - [Five Things to Know Before You Retire](https://rodgers-associates.com/guides/five-things-to-know-before-you-retire/): Retirement is a journey that starts long before your last day of work\. Learn five ways to help make the transition seamless by taking control of your finances now—and planning for a worry\-free future\. - [Five Things to Know When Transitioning to Retirement](https://rodgers-associates.com/guides/five-things-to-know-when-transitioning-to-retirement/): The year before and the year after you retire are critical for many reasons\. Your decisions set the course for the rest of your life; some can be hard to reverse\. Most people spend their entire lives earning a paycheck and putting money away for retirement\. Now it's time to start drawing from savings, and they worry about how long their savings will last\. - [Five Things to Know After You Retire](https://rodgers-associates.com/guides/five-things-to-know-after-you-retire/): Planning for retirement doesn’t stop when you retire\. Are you eager to find a new passion? Do you want to sleep late and take your coffee by the pool? Retirement presents the opportunity to reset your rhythm\. To make the most of the upcoming years, the trick is to decide what interests you want to pursue\. ## CTAs - [Optional Generic / Supporting CTA](https://rodgers-associates.com/blog/cta/optional-generic-supporting-cta/) - [Philanthropic Planning](https://rodgers-associates.com/blog/cta/philanthropic-planning/) - [Legacy \& Estate Planning](https://rodgers-associates.com/blog/cta/legacy-estate-planning/) - [Lifestyle Planning](https://rodgers-associates.com/blog/cta/lifestyle-planning/) - [Tax Planning](https://rodgers-associates.com/blog/cta/tax-planning/) ## Popups - [Guide Promo \- General](https://rodgers-associates.com/?post_type=popup&p=18811) - [Guide Promo \- 5 things BEFORE](https://rodgers-associates.com/?post_type=popup&p=16434) - [Guide Promo \- 5 Things After Retirement](https://rodgers-associates.com/?post_type=popup&p=18336) - [Guide Promo \- 5 things WHEN](https://rodgers-associates.com/?post_type=popup&p=19305) - [form test](https://rodgers-associates.com/?post_type=popup&p=16489) ## Popup Themes - [R\&A Newsletter Signup](https://rodgers-associates.com/?post_type=popup_theme&p=16494) - [R\&A Toaster](https://rodgers-associates.com/?post_type=popup_theme&p=16436) - [Default Theme](https://rodgers-associates.com/?post_type=popup_theme&p=16426) - [Light Box](https://rodgers-associates.com/?post_type=popup_theme&p=16427) - [Enterprise Blue](https://rodgers-associates.com/?post_type=popup_theme&p=16428) ## Categories - [Taxes](https://rodgers-associates.com/blog/category/taxes/) - [Investing](https://rodgers-associates.com/blog/category/investing/) - [Working with an Adviser](https://rodgers-associates.com/blog/category/working-with-advisor/) - [Estate Planning](https://rodgers-associates.com/blog/category/estate-planning/) - [Savings Strategies](https://rodgers-associates.com/blog/category/savings-strategies/) ## Optional - [Sitemap index](https://rodgers-associates.com/sitemap_index.xml)