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

By Kelley Caponigro Assistant to the Chairman & CEO Although there are many different definitions of success, the four main elements that contribute to success are freedom of time, money, relationships, and purpose. Dan Sullivan, founder of The Strategic Coach, Inc., says that “when you lose sight of these four freedoms, that’s when you start...Read More

By Kelley Caponigro Assistant to the Chairman & CEO There are a great deal of articles and theories on how to tell a good financial advisor from a salesperson or product-pusher. The problem is that most salespeople are so good at looking and sounding like the real thing that it can be difficult to unmask...Read More

By Ronald W. Rogé, MS, CFP® Chairman & CEO Technology has certainly opened a whole new world of possibilities. Cars are driving themselves, we can video chat with friends and family across continents, and information is literally at our fingertips. Unfortunately, there’s always a catch. With all the amazing new pieces of technology comes some...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More