By: Kelley Muhsemann Communications and Marketing Manager Although technology has helped many seniors to stay in touch and feel connected with loved ones during isolation, it has also opened the door for new and improved scams targeted at the aging population. In fact, a recent Federal Trade Commission survey found that older consumers reported higher...Read More

On behalf of our entire team, we wish you and your family a happy, healthy, and safe Holiday season! R.W. Rogé & Company, Inc. helps clients Plan, Achieve, and Live the life they want. To learn more about how we do this, click here. To discuss your financial future with a knowledgeable Senior Wealth Advisor, contact...Read More

As we approach the end of 2020, now is a great time to revisit your financial planning goals and needs. We have created a checklist that can help you focus on your investment portfolio, assess year-end tax planning opportunities, review your long-term goals, and manage your wealth transfer and legacy plans. Download our Year-End Financial...Read More

Unless you have been “off the grid,” you are probably aware that we have a Presidential election coming in November. Like with most elections, political rhetoric is all over the news and media outlets. As financial advisors we are focused on how politician’s economic and tax platforms may affect our clients’ portfolios. We have received...Read More

By Kelley Muhsemann Communications and Marketing Manager Have you been spending wisely? Although typically when discussing “spending” with our clients, we are referring to money, it can be just as important and valuable to think about how you spend your time. With so many working from home, going out less, and enjoying more “down time”...Read More

Today marks 34 years in business for R.W. Rogé & Company, Inc. A heartfelt “Thank You” to our dedicated employees, and all of our wonderful clients, some of whom have been with us since 1986. We are honored to be a part of you and your families lives, and look forward to helping you Plan,...Read More

We are pleased to announce that R. W. Rogé & Company, Inc. has been named one of the Investor.com 2020 Top Advisory Firms in both New York and Massachusetts. We are one of only 114 firms in the entire state of New York, and one of only 100 firms in the state of Massachusetts to...Read More

By Kelley Muhsemann Communications and Marketing Manager During the best of times, being “let go” or “laid off” can wreak havoc on your finances. But during a period when so much in life is uncertain, a job loss can feel catastrophic. In addition to financial concerns, you might feel a lack of purpose, or develop...Read More

Welcome to the spring edition of “Office Happenings.” We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use, to provide our clients with outstanding services. We will also keep you up-to-date and share with you the things we discover that we believe are useful, educational, funny, and...Read More