Estate Planning | 4/4 | R. W. Rogé & Company

Estate Planning

Important Figures for 2012

An integral part of our planning for clients is our continuous monitoring of new thresholds that affect retirement plan contributions, Social Security taxation and Medicare premiums. Listed below are the figures for 2012. There have been a few changes in pension plan contributions for the 2012 tax year due to cost of living adjustments (COLA)...
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Investing for the Long Run

Ron and I enjoy reading periodicals from other countries; in particular the Financial Times, published in the U.K. They always have such interesting articles and we get to view ourselves from “across the pond.” As a financial gerontologist, I took particular interest in a recent issue (Oct. 3, 2009) of the FT that had an...
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When You Least Expect It

I was out of the office at a Board Meeting, when I felt my cell phone vibrate in my pocket. After the meeting adjourned, I called my voice mail. My son Steve left a message to call him — it was important. I could tell by the tone in his voice (most parents have this...
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What’s Your Legacy?

“If you would know the road ahead, ask someone who has traveled it.” – Chinese Saying We have been in business for over 20 years and in that time we have noticed a growing trend of parents, and especially grandparents, who want to leave something valuable to their progeny This can take many forms, the...
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