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
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.
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.
New rule improves investor protection, but more should be done.
Your after-tax savings also offers tax advantages and other important benefits you may not be thinking about.