For decades, Americans have worried about the future of Social Security, with recent headlines raising alarms that it could run out by 2035. This pressing question, “Will Social Security run out?” has sparked widespread concern, especially among retirees and pre-retirees. The fear that Social Security will run out by 2035 has been at the forefront...Read More
When R.W. Rogé & Company, Inc. was founded in 1986, one of the things that set us apart from other advisors was, of course, the fact that we are a fee-only, fiduciary that works in the best interest of our clients all the time – and the second was our newsletter, “The Rogé Report.” At...Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO “I am sorry Dave. I am afraid I can’t do that,” HAL calmly says to Dr. David Bowman who is locked out of his spaceship, in the movie 2001: A Space Odyssey (1968). If you have been watching or listening to the news media these past...Read More
We are thrilled to announce that R.W. Rogé & Company, Inc. has been named one of America’s Top RIAs for 2023. With nearly 15,000 Registered Investment Advisors (RIAs) currently operating in the U.S., this is quite an admirable recognition. A huge thank you to our team, as well as our wonderful family of clients, for...Read More
If you’re experiencing sticker shock at the grocery store or noticing the rising costs of goods and services in your daily life, you’re not alone. Inflation has been a hot topic of concern for millions of Americans, with a staggering 93% worried about its current impact on the economy. This begs the question: What will...Read More
Naming Beneficiaries on Retirement Accounts Under the SECURE Act An interview with Katherine A. Southard, Esq. On December 20, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and then on December 29, 2022, the SECURE 2.0 Act (the Act) was signed into law, creating major changes for IRA Beneficiaries. More...Read More
By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer This time last week Silicon Valley Bank (SVB) was the 14th largest banking institution in America with a market cap well over $10 billion. SVB was widely considered the darling of banks over the past decade with deposit growth surpassing nearly every other regional bank....Read More
By Kelley Muhsemann Marketing Manager The National Retail Federation estimates that 52% of American’s plan to celebrate Valentine’s Day this year, and the average consumer will spend $192.80, totaling nearly $25.9 billion in gifts. When you think about romance, personal finance is rarely what comes to mind. But whether you celebrate or not, Valentine’s Day...Read More
By Kelley Muhsemann Marketing Manager The Secure 2.0 Act was signed into law on December 29, 2022, and is designed to improve retirement savings options. The Act gives retirees 72 and under an extra year before having to withdraw money from their retirement accounts, but the updates can also benefit pre-retirees. Here’s what you need...Read More
