John S. Rogers, CFP

What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track

What will you do today to jump-start your journey to financial success?

The end of the year is a great time to start planning for tax season. We can work with your tax professional to potentially reduce your taxes before and in retirement.

The end of the year is the ideal time for reflection. What challenges did you overcome in 2022?

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

How Young People Can Own Their Financial Future Authentically It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

What do you appreciate more now than when you were younger?

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

When it comes to saving for college, is your family tapping all the potential sources available to you? Let’s connect to discuss your options.

3 Key Ways You Can Help a Child or Grandchild Pay for College Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.

Is your once empty nest no longer so empty? Consider these personal and financial tips if your adult children move (back) in.

A quarter of young adults now 'boomerang' home — here's how parents and kids can avoid becoming 'bad roommates' There are some crucial financial and personal aspects of this living arrangement to consider before moving home.

You work hard to save for retirement. Don’t let taxes diminish your savings more than necessary. Let’s work together with your tax professional to look at how and when your retirement assets are taxed. The sooner we adjust, the more time you’ll have to accrue the benefits.

What age do you feel like on the inside?

What lessons would you add to the list?

5 Things to Teach Your Kids About Money and Happiness | Kiplinger To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should share with their children as they grow up.

Which of your financial goals are you most excited about?

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

Ongoing volatility can feel unsettling – even for the most experienced investors. As you continue to stay the course with your personalized financial plan, we can partner and help you make informed decisions.

Is your teenager interested in investing? Together, we can help your child understand investing by discussing goal setting, building a diversified portfolio, and more.

Investing for Kids: 5 Tips for Success You can start teaching your kids the basics of investing at any age. From opening an investment account to dabbling in stocks, here’s what you need to know.

A job change is an ideal time to pause and review your broader financial picture. Let’s connect and evaluate your options.

In challenging market environments, we can help you navigate your short-term financial needs while remaining focus on your long-term goals.

Are you still financially supporting your adult child? Let’s review your portfolio and ensure your own financial situation is secure.

Half of parents still financially support their adult children, study shows On average, parents who financially support grown children give them $1,000 a month for expenses like food, rent, cell phones and car insurance.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

An investment in a child’s education is an investment in their future. What’s next for the graduate in your life?

Planning can turn dreams into realities. Let’s talk about what’s most important to you and set up financial goals to help you achieve them.

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

Teaching your kids how to manage money can help them establish solid financial habits to last a lifetime.

Together, we can help you stay focused on achieving your long-term goals – no matter what the short-term might bring.

Setting financial goals helps you take control of your future and protect what’s most important to you.

Many seniors and their adult children avoid talking about aging and long-term care planning. But sidestepping the issue can be risky. Use these tips to get the conversation started and ensure your family is prepared for whatever may lie ahead.

Make a Plan for Your Parents' Care | Kiplinger The ideal time to begin talking with your parents is before they need care.

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

March is Women’s History Month – a celebration of the contributions women have made to history, culture and society.