Blog posts from Rodgers & Associates on working with financial advisers, including how to find one, the different types, what “fee-only” advisers do differently, what to expect, and how to get the most from the relationship
Careful consideration should be given when deciding whether either or both types of accounts would fit each family’s unique circumstances.
Below are four areas where parents can positively influence their children to help them build sound financial skills and a healthy relationship with money.
Contributions made to a 529 are made with after tax dollars, but the earnings on the contributions grow tax deferred, and withdrawals made for qualified expenses are tax free.
HELOC stands for home equity line of credit. Like a mortgage, it’s a loan made against the equity in your home.
Understanding how your assets are titled is a major tool to protect your wealth.
Walt Disney’s success was in large part due to his brother, Roy. Here’s what Roy and Walt teach us about the client-financial planner relationship.
Financial advisers do more than just evaluating your finances. Learn how they differ from other types of professionals, and find out if you need one.
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.