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We are committed to the fiduciary standard of care, so we always do what is best for you.Learn More
Insights and understanding that can help you better define your financial objectives.Learn More
Rogers & Kirby COVID-19 Safety Protocol -
Our primary concern is to protect you, our clients and visitors, as well as our team members during these unprecedented times. We respect each person’s level of concern and desire to honor it, to the best of our ability, within the guidelines outlined by our local government officials.
Although we continue to conduct in office appointments, we do ask you to consider alternative virtual and telephone appointments if you feel uncomfortable for any reason.
Please click here for our expanded policy description.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Life insurance proceeds are generally tax-free. But not in all cases.
Calculating your potential Social Security benefit is a three-step process.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.