By

Rosanne Rogé

4 Key Financial Lessons from the Last Recession

By Rosanne Rogé, CSA™, RFG℠, CFP® Managing Director If you’re above a certain age, you probably have strong memories of the last two recessions, the housing crash in 2007/2008, and the economic shutdown in 2020. You likely remember feeling a high degree of fear, anxiety, and stress over the economic uncertainty you experienced during previous...
Read More

The SECURE Act: Required Minimum Distributions (RMDs) and Beneficiary Designations

By Rosanne Rogé, CFP®, CSATM, RFGSM and Christine Parisi, CFP® The SECURE Act (Setting Every Community Up for Retirement Enhancement) that went into effect on January 1, 2020, changed the age at which your Required Minimum Distributions (RMDs) are required to begin from age 70 ½ to age 72. Individuals owning assets in an IRA account...
Read More

Staying Connected With Loved Ones

  We are all doing our part to practice social distancing and engage in good hygiene habits during the Covid-19 spread. Unfortunately, our senior loved ones are being impacted the most – not just by the virus, but also by isolation. Visitation has been halted at many hospitals and assisted living locations, leaving our loved...
Read More

Caregiver Tax Credits and Medical Expense Deductions

BENEFITS FOR CAREGIVERS Managing Director Rosanne Rogé, RFG, CSA, CFP®, was recently featured in an article titled “Caregiver Tax Credits and Medical Expense Deductions.” The article was featured on Greatcall and discusses the benefits Caregivers are eligible for. To view the full article and learn more about how caregivers are entitled to quite a few deductions...
Read More

How to Make a Tax Free Charitable Contribution From Your IRA

By Rosanne Rogé, CSA, RFG, CFP® Managing Director For those age 70 ½ who are required to make annual Required Minimum Distributions (RMD’s) from their Individual Retirement Accounts (IRA’s), the U.S. Internal Revenue Service (IRS) has given individuals, who can afford to be philanthropic, a gift in the form of a tax break. The Tax...
Read More

A Little-Known Veterans Benefit: Aid-and-Attendance

By Rosanne Rogé, CSA, RFG, CFP® Managing Director As a former Lieutenant in the U.S. Army Reserves, there is a special place in my heart for our wartime veterans.  After all, the reason I have the freedom to write this article and do everything else I want to do is because of the sacrifices they...
Read More

The Latest Technology for Aging in Place

By Rosanne Rogé, CSA, RFG, CFP® Managing Director Like many things, aging is certainly not what it was years ago. Today, older adults can age much more gracefully with the help of advances in healthcare, as well as cutting-edge technology. According to the Society of Senior Advisors (CSA), below are some of the most recent...
Read More

Beware of Being Admitted Under Medicare “Observation”

By Rosanne Rogé, CSA, RFG, CFP® Managing Director Health insurance can be confusing, and unfortunately, it doesn’t get easier as we age. In fact, there’s a new dispute under the Medicare system that seniors need to be aware of when seeking medical attention. Medicare claims that inpatient status begins when you are formally admitted to...
Read More

Financial Advice for Women, by Women

By Rosanne Rogé, CSA, RFG, CFP® Managing Director There are numerous books and studies surrounding gender differences. It’s safe to say men truly are from Mars, and women are from Venus. The two groups differ in their relationships, communication style and emotional needs. It’s not surprising that their relationships with money and financial needs also...
Read More
1 2 3

Like Us on Facebook