R.W. Rogé & Company is pleased to announce that we have joined the Greater Cape Ann Chamber of Commerce, further strengthening our connection to the North Shore community served by our Beverly, Massachusetts office. The Greater Cape Ann Chamber is a nonprofit organization representing businesses and community organizations throughout Essex, Gloucester, Ipswich, Manchester-by-the-Sea, and Rockport,...Read More
A recent article by journalist Lydia Kibet, featured on MoneyLion and AOL.com, explores five risks people may overlook when pursuing Financial Independence, Retire Early, commonly known as FIRE. While aggressive saving and investing can make early retirement possible, the article explains why a successful plan must account for market volatility, healthcare expenses, lost earning years,...Read More
Click here to watch Episode 2, “Viral Money Advice: What’s Right and What’s Dangerous,” on YouTube. Financial advice is everywhere. Scroll through TikTok, Instagram, or YouTube long enough and you’re bound to hear someone confidently tell you what you should be doing with your money. So, which viral money advice is worth listening to, and...Read More
R.W. Rogé & Company is proud to share that our Wealth Advisor and Director of Investment Research, Christopher M. Kehoe, CFA®, CEPA®, has volunteered to serve on the Grant Making Committee for the Charlotte Community Foundation (CCF). The Charlotte Community Foundation is dedicated to strengthening Charlotte County through philanthropy, grantmaking, scholarships, nonprofit support, and community...Read More
We’re excited to introduce The Rogé Standard, a new weekly podcast from R.W. Rogé & Company. For 40 years, our firm has believed in the importance of lifelong learning, open conversations, and meaningful connections. We’re always looking for new ways to share our knowledge, make financial topics easier to understand, and help people feel more...Read More
Gen Z does not need a large retirement balance to get ahead financially. Instead, starting early, saving consistently, and allowing decades for investments to compound can make even modest contributions meaningful over time. That’s the topic of a recent Yahoo Finance article titled, “Gen Z: How Much Retirement Savings Puts You Ahead of Your Peers,”...Read More
A health crisis, cognitive decline, or other major life event can suddenly place an adult child in charge of a parent’s financial affairs. In a recent InsuranceNewsNet article, “What to do when adult children become the client,” journalist Anna Baluch explores how financial advisors can help families navigate this transition while continuing to protect the...Read More
A decade ago, boomers measured retirement comfort by a few reliable markers: a paid-off home, a pension, and a solid savings balance. Today, that formula tells only part of the story. In a recent YahooFinance article, journalist Kerra Bolton explains how longer retirements, shifting debt patterns, and the decline of employer pensions mean that a...Read More
In the Wall Street Journal Buy Side article “What Is Liquid Net Worth?” journalist Erin Gobler explains how liquid net worth differs from total net worth and why both figures matter. While total net worth includes assets such as real estate and retirement accounts, liquid net worth focuses on cash and other assets that can...Read More
