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

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

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