We can help you plan how to direct your financial assets for the future.
Planning how to direct your financial assets for the future? Planned giving enables you to begin preparing for the future and ensuring your financial assets will be allocated to carry out good works for generations to come.
Looking to explore Planned Giving? Start this deep dive with Rick Rodgers, of Rodgers & Associates, on how Planned Giving can open doorways. He’ll help you ensure your funds go farther for organizations like Water Street Mission, and in your own future.
Lancaster has been receiving many accolades recently, as a top place to travel and live. Even still, we need to stop and make sure all our neighbors are participating in that success. One way to do that is through Qualified Charitable Distributions (QCD’s). Here’s your guide to QCD’s, from Rick Rodgers of Rodgers & Associates, so you can be sure funds from your IRA, make the fullest impact.
Did you know, 70% of wealth in Lancaster County never makes it past the second generation? Rick Rodgers of Rodgers & Associates explains what it means to leave a legacy, and how to make sure your family has the best chance at a successful wealth transfer. Take a look at his advice here, to help build a legacy that will span generations to come.
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