Estate Planning | R. W. Rogé & Company

Estate Planning

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Managing the Aging Process

By Rosanne Rogé, CSA, RFG, CFP® Managing Director We have all heard the anonymous quote, “Do not regret growing older; it is a privilege denied by many.” While it’s true that growing old is a blessing, the aging process – especially in the later years – can be difficult to navigate. Over the past 29...
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Four Common Financial Concerns and Solutions

By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life.  However, it is important to consider how you want your life to look down the road, and how to turn that vision into a reality by planning strategically.  Here are some...
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Estate Planning Long Island

Have Your Long Term Care Policy Rates Increased? You’re Not Alone.

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...
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Who Needs Financial Advice?

By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...
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Annual Due Diligence on Your Estate Plan

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...
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Client Stories

On July 26, 2013, R.W. Rogé & Company celebrated its 27th anniversary.  During these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. Confidence comes when clients feel that we truly understand their needs.  Those needs then get articulated...
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A Beginner’s Guide to Retirement Plans for Businesses

A Beginner’s Guide to Retirement Plans for Businesses Setting up a qualified retirement plan for your business can have many benefits. These plans typically offer several tax advantages, such as a deduction for your contributions and tax deferred growth on your investments, which can be an effective way for you to save for retirement through...
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Estate Planning Tips for the Wealthy

Estate Planning Tips for the Wealthy While accumulating wealth is important, one key step that many individuals postpone is creating a plan that protects that wealth. Unfortunately, such delay can cause them and their loved ones to risk losing a great amount of money to undue taxation, along with being exposed to other potential pitfalls....
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How to Get Started in Philanthropic Activities

When you want to give your time or your money to a cause and don’t know where to start, ask yourself two questions: Why do you want to give, and how much do you want to be engaged in the process? Philanthropy is the practice of promoting the welfare of others by donating a generous...
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