www.carlrogers.com

Business and Personal Financial Services

Rogers and Associates is an asset protection firm focused on estate, business succession and retirement planning strategies. We assist clients in developing personally tailored plans that offer protection, preservation and growth of our client's assets.

Together, we analyze, design and implement programs that address unique client needs or challenges. By applying well structured plan design, including tax law changes, quality insurance and investment services, we can customize the right plan for your business and family.

There are no secrets to success. It is a result of preparation, hard work, and experience.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

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