Estate Planning

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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Halloween

Facing Your Financial Fears

By: Kelley Caponigro Assistant to the Chairman & CEO With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help...
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IF

Rosanne Rogé to Participate in Bob Veres’ Insider’s Forum Conference

We are pleased to announce that Managing Director, Rosanne Rogé, CFP®, RFG, CSA, will be speaking on a panel titled, “Real World Planning Challenges (and Solutions) for Client Longevity,” on Tuesday, September 29, 2015, at the Insiders Forum in Chandler, AZ.  She will present new planning challenges related to longevity, as well as advances in...
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certified financial planner

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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FINANCIAL CONCERNS & SOLUTIONS

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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