In a recent Investopedia article titled, “Your 2025 End-of-Year Tax Checklist,” by Meagan Drew, readers learn practical, last-minute tax planning moves that can help reduce surprises at filing time. This 2025 end year tax checklist highlights key steps investors can take before December 31, from reviewing withholdings to optimizing retirement, charitable, and investment strategies. The...Read More
We’re proud to share that our Client Services Associate, Terri Carguillo, FPQP®, has successfully completed the Investment Foundations® Certificate through the CFA Institute. The Investment Foundations® program provides a strong grounding in the fundamentals of investment markets, ethics, and industry best practices. This achievement reflects Terri’s commitment to expanding her knowledge and further strengthening the...Read More
As the year comes to a close, we want to take a moment to say thank you to our family of clients. Thank you for the trust you place in our team, and for allowing us to be part of your financial journey. It’s a privilege to walk alongside you through life’s transitions, milestones, and...Read More
At R.W. Rogé & Company, we take great pride in the continued growth and dedication of our advisory team. This week, we’re excited to share an important professional milestone: Christopher Kehoe, CFA®, CEPA®, our Wealth Advisor & Director of Investment Research, has officially earned the Certified Exit Planning Advisor (CEPA®) designation. This distinguished credential is...Read More
In the U.S. News & World Report article “What’s the Easiest Way to Repay $200,000 in Medical School Loans?” by journalist Maurie Backman, readers get a clear, practical look at how new doctors can manage, and eventually conquer, the heavy debt burden that often comes with medical school. The piece explores budgeting, repayment plans, refinancing...Read More
In a recent Women’s World article, “Half of Women over 50 Lose Sleep over Health Care Worries—Here’s How to Take Control,” journalist Carissa Mosness explores why medical costs, prescription expenses, and confusing health information leave so many women feeling anxious, and what practical steps they can take to regain confidence. The piece breaks down simple,...Read More
Hitting the $5 million mark in retirement savings is a milestone that many aspire to, but does it mean you can stop saving altogether? Journalist Gabrielle Olya explores whether this figure represents true financial freedom or simply another checkpoint on the journey to retirement readiness. The piece, featured in GoBankingRates, Nasdaq, Yahoo Finance, and AOL.com...Read More
Endowments and foundations are built to last longer than any one market cycle, board chair, or headline. That longevity does not happen by accident. It happens because a small group of people take their stewardship role seriously, ask plain-spoken questions, and make decisions that serve both today’s mission and tomorrow’s beneficiaries. Whether you serve on...Read More
In the article “5 Ways Financial Experts Would Use a $1 Million Windfall Right Now,” journalist Gabrielle Olya explores how top financial professionals would strategically allocate a sudden $1 million influx. The piece, featured in both YahooFinance and GoBankingRates, highlights smart, tax-efficient, and diversified approaches to making the most of unexpected wealth. Chief Investment Officer...Read More
