We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Lara Becker, titled “The most overlooked threat to retirement success? Here’s what 12 financial pros say is their No. 1 piece of retirement advice.”
In a roundup of top financial professionals, Steven emphasized a critical but often underappreciated truth: a personalized, professionally crafted financial plan can be the difference between a successful retirement and a costly oversight.
Drawing from real client experience, Steven shared:
“We recently worked with a couple who had done everything right on paper. At first glance, their plan seemed sound. But when we reviewed it together, we discovered a major flaw — they hadn’t accounted for the cost of health insurance before Medicare kicked in. That one oversight could have derailed their entire retirement strategy.”
Steven’s insight underscores a key principle we live by at R.W. Rogé & Company: No two retirements are the same, and your plan shouldn’t be either. His quote reinforces the value of comprehensive planning that considers income distribution, healthcare, Social Security timing, taxes, and legacy goals.
We’re honored to see Steven’s expertise included alongside other respected voices in the industry and thrilled to see the importance of personalized planning with a fiduciary getting the spotlight it deserves.
Click here to view the full article.
For personalized advice or questions on retirement planning strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
