Jerry Rogers

Rogers Tax Advisory Group

As President of Rogers Tax Advisory Group, in his role of Personal Financial Trainer, has been assisting families for over 34 years. Mr. Rogers started his career as an Account Executive at a full service investment brokerage firm He started his own Investment Advisory firm in 1988. Jerry has published articles in the Charleston Post/Courier and has been featured in the Dow Jones Investment Advisor magazine. Over 50,000 people have heard him on “WTMZ’s Senior Moment”.

Contact Info
Jerry Rogers Rogers Tax Advisory Group
8435525444
Resident license: 165496
Licensed states:
South Carolina
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Articles
KEY POINTSMany financial experts advise buying life insurance to replace income.Stay-at-home parents typically do not have income that would need to be replaced.It may still be important to pay for life insurance for stay-at-home parents.Often, consu...
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ANNUITY
Annuity Sales Hit Records Investors Seek Security
• 11 min read
Annuity sales hit a record last year as investors looked to protect their portfolios with a stable income amid rising interest rates and accelerating inflation.Annuities serve as insurance by providing a fixed stream of payments, guaranteeing a...
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Life insurance is an important financial planning tool if you’re concerned about your loved ones being left in a tight spot if something happens to you. But what if you can no longer afford to pay the premiums to keep your coverage in place?Reduced p...
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ANNUITY
Learn More About Fixed And Fixed-Indexed Annuities!
• 11 min read
Among the various kinds of annuities, which are contracts you sign with an insurance company to pay a premium for guaranteed income later, two of the most common are fixed and fixed indexed annuities. The former offers a fixed rate of return; th...
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After my husband and I got married last year, our financial to-do list started to grow rapidly. All of a sudden, we found ourselves struggling to make decisions about how to combine our money, what joint investments we should make, and what kind of f...
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About 7.5 million Americans have some form of long-term care insurance (LTCI), which is a policy that helps cover the daily living costs associated with health diagnoses not covered by standard health insurance. This coverage is crucial to...
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Even if you save a nice amount of money for retirement during your career, there's a good chance you'll depend on Social Security to some degree during your golden years. Maybe those benefits will be used to pay your rent, maintain your car, or trave...
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Life insurance is a fundamental risk management tool for a secure financial lifestyle. Primarily, it functions as an income replacement insurance product during an individual’s working years. In many cases, life insurance is set up to provide fi...
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Many families face the question of what is the best place for an aging family member to get the best care in their later years? In-home care? Nursing home? And, how do you pay for it? For his series, “Getting Into Their Reality: Caring For...
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When Congress returns for a short post-election session, one item on its to-do list is major retirement savings legislation that has broad bipartisan support. One feature of both House and Senate bills: Expanding a deferred annuity called a Qualified...
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