We’re excited to share our spring edition of “Office Happenings,” featuring a “new addition,” updated staff credentials and titles, our ongoing initiative to never stop learning, and some innovative offers now available to our family of clients. Check out what’s new and exciting with the R.W. Rogé & Company, Inc. team by clicking here. Wishing...Read More
By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer Giving the gift of education is a wonderful endeavor, and a frequent financial planning goal of our clients. For those not familiar, a 529 plan is a state administered, tax-advantaged educational savings account in which you would ideally contribute after-tax money to...Read More
R.W. Rogé & Company, Inc. was founded by Ronald W. Rogé in July 1986. Today, as we celebrate 35 successful years in business, we want to take a moment to thank all of our loyal clients, nearly 70 of whom have been with us for over 20 years! To celebrate, we put together a fun...Read More
Leaving a legacy is a deeply personal journey, and for many, it means ensuring their loved ones are financially secure for generations to come. Multi-generational investing provides a way to not only support immediate heirs but also build a lasting foundation for future family members. With investment advice for multi-generational wealth, thoughtful planning, and smart...Read More
By Ronald W. Rogé, MS, CFP® We pride ourselves on being a completely transparent company – from our fee structure to our fiduciary oath. Although our overall Plan, Achieve, Live® strategy is evidence-based and time-tested, we are constantly learning and growing as financial professionals, always working with the goal of providing the most efficient and...Read More
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
