By Rosanne Rogé, CSA, RFG, CFP® Managing Director Frequently referred to as the “Sandwich Generation,” Baby Boomers are increasingly tasked with caring for both aging parents as well as minor aged children, or “boomerang” adult children who have returned home due to divorce or the economic environment.  In fact, according to the Pew Research...Read More

By Rosanne Rogé, CSA, RFG, CFP® Unlike traditional health insurance, Long Term Care insurance is designed to cover long-term services and support, including personal and custodial care in a variety of settings such as your home, a community organization or other facility. There are a range of care options and benefits to select from, and...Read More

By Rosanne Rogé, CSA, RFG, CFP® Remember the days when the only way someone could steal your identity was by taking your purse or wallet? Today identity theft is at an all time high thanks to things like online banking, shopping and computer hacking. In addition, sending important or personal communications via e-mail and text...Read More

Annual Due Diligence on Your Estate Plan   Having been in the financial planning business for more than two decades now allows me to observe things that are easily overlooked.  It’s not uncommon for us to review a new client’s estate planning documents that were prepared immediately after a divorce five years ago and find...Read More

The Case for a Healthcare Representative As originally posted at Agingcare.com By: Rosanne Rogé In this busy world of ours we all know how important it is to have timely information in order to make wise choices. We gather that information from the Internet (extensive but sometimes a bit complex), newspapers, magazines and other periodicals....Read More

In this busy world of ours we all know how important it is to have timely information in order to make wise choices. We gather that information from the Internet (extensive but sometimes a bit complex), newspapers, magazines and other periodicals. But, typically, we just reach for the telephone. There are, however, some contemporary challenges...Read More

Budgeting is hard for everyone; in particular those older individuals on a fixed income. For adult children, talking to aging parents about money can be a challenge. However, there are ways for family members and caregivers to tackle this somewhat daunting task. Here are a few steps that we have utilized in our practice. Prepare an expense...Read More