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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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....Read More
