Working With an Advisor

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

RMD Decision Time: What Baby Boomers Need To Know Now

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Avoid paying more in tax by knowing a few basic rules for RMDs.

Retirement Withdrawal Mistake #1: Killing the Goose that Lays Golden Eggs

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Withdrawing extra funds from your retirement account can diminish your future income stream.

Retirement Income Calculations: What Many Are Missing

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Don’t take shortcuts when calculating your retirement income

Differences Between Spousal and Survivor Benefits, Explained

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What you need to know about spousal and survivor benefits.

9 Retirement Decisions You’ll Want To Make With a Specialist

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These decisions need to be coordinated to have the most benefit.

Why You Should Work with a NAPFA-Registered CFP® Professional

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The CFP® marks and NAPFA membership make a powerful combination of proven ability and commitment to you, the client.

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.

Asset Allocation May Be the Most Important Investment Decision You’ll Make

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The goal of asset allocation is to reduce risk and create diversification by dividing assets among the major classes and sub classes of stocks, bonds, and cash.

Financial Planning for Families with Special-Needs

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It’s important to start early.

DOL Fiduciary Rule: A Step in the Right Direction

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

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