Estate Planning | R. W. Rogé & Company

Estate Planning

Aging and Finances

The Impact of Aging on Financial Decision Making

By Rosanne Rogé, CSA, RFG, CFP® Managing Director Although we are all living longer, healthier lives, studies show that cognition tends to regress with age. One study recently confirmed that declining cognition is associated with significant decrease in financial literacy, and can impact overall financial decision making.1 Additional research proved that by age 60 our...
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donate

5 Unique Ways to Give Back

By Kelley Caponigro Assistant to the Chairman & CEO There are obvious positive reasons for giving back to your community – such as helping others in need, setting a good example for your children, and supporting amazing organizations. In fact, recent studies have shown that giving can also help boost physical and mental health.1 Although...
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Protecting Your Investments from Conflicts of Interest

By Kelley Caponigro Assistant to the Chairman & CEO While many investors may not be aware of the Department of Labors (DOL) six-year battle to establish a fiduciary standard for anyone providing investment advice on retirement accounts, they are surely aware that President Donald Trump has issued a memorandum aimed at delaying these efforts. On...
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caregiving

Top Resources for Caregivers Update

By Rosanne Rogé, CSA, RFG, CFP® Managing Director A lot can change in two years, especially in terms of technological advances. Although many of the caregiving resources we compiled back in August 2015 are still viable today, there are some new players to the caregiving game. We have put together an updated list, complete with...
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teamwork

Client Stories 2016: The Importance of a Financial Dream Team

Although some people prefer to have their trusted advisors work independently from one another, amazing things can happen when professionals come together for the well-being of their client. Allowing your financial advisor, accountant, and estate planning attorney to collaborate can often lead to a stronger support system and additional money saved. Such was the case...
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DIY

Financial Planning: Should You Do It Yourself?

By Kelley Caponigro Assistant to the Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair, American Oil Well Firefighter (1915-2004) Google the words “Do It Yourself” and your screen will flood with articles and videos about building outdoor furniture, fixing leaky faucets, and crafting...
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RW Roge & Company

First Quarter 2016 Review

First Quarter 2016 Review The market got off to a rocky start this year with equities down over 10% at one point, only to end the quarter up just over 1%. Concern over the pace of the Federal Reserve interest rate increases, declining oil prices, The United Kingdom’s potential exit from the European Union, and...
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Dentist

4 Things Advisors and Dentists Have In Common

By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...
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401k Planning Long Island

Business Owners Can Put More Away for Retirement. Here’s How …

By: Jeff Roberto, CFP®, CMFC®, MBA As a business owner, did you know that you could put more money away into your retirement plan? Contributing the maximum amount to your 401(k) is the right thing to do, but perhaps it’s not enough to meet your retirement goals. You can contribute even more to your 401(k)...
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