Blog posts from Rodgers & Associates on working with financial advisors, including how to find one, the different types, what “fee-only” advisors do differently, what to expect, and how to get the most from the relationship
It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.
Compare 529 plans, investment savings accounts, paying once schools starts, and using student loans.
Gifting to adult children can be a rewarding way to enrich their lives.
Building an emergency fund, even by starting out small, can provide pay big benefits when faced with an actual financial crisis.
Avoid paying more in tax by knowing a few basic rules for RMDs.
Withdrawing extra funds from your retirement account can diminish your future income stream.
Don’t take shortcuts when calculating your retirement income
The CFP® marks and NAPFA membership make a powerful combination of proven ability and commitment to you, the client.
Members of “Armageddon, Inc.” who constantly predict doom and gloom aren’t really trying to help you.