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

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.

Loan Payoff

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

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Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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