Month

November 2023

Debunking the Social Security Myth: Will it Run Out by 2035?

By Kelley Muhsemann Marketing Manager The “death of social security” has been reported for decades, but the latest headlines threaten it to run out by 2035 – a mere 12 years from now. Is it fearmongering, or should you be legitimately concerned? Let’s dive into several topics surrounding this rumor, its origins, and find out...
Read More

The Rogé Report

When R.W. Rogé & Company, Inc. was founded in 1986, one of the things that set us apart from other advisors was, of course, the fact that we are a fee-only, fiduciary that works in the best interest of our clients all the time – and the second was our newsletter, “The Rogé Report.” At...
Read More

How Life Changes Affect Your Financial Planning Needs

By Kelley Muhsemann Marketing Manager As you navigate through the different phases of life, your financial needs and priorities undergo significant transformations. From adolescence to retirement, each stage presents unique challenges and opportunities. One of the keys to financial stability and success lies in recognizing and adapting to these changing circumstances. As a fee-only financial...
Read More

Like Us on Facebook