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
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...Read More
July 17, 2013 | Long Island Business News When it comes to setting up a non-grantor, non-distributing trust, New York State does not make it easy. Tax restrictions here often inspire high-net-worth individuals and their advisers to seek solutions out of state. Diefendorf Capital Planning Associates found such a solution in South Dakota. “We wanted to...Read More
Today many people are concerned about where they can go to find unbiased investment advice. Investment advice that is truly unbiased can help individuals and families plan for their future, achieve their goals and live the life they’ve always wanted. If you are like most people, you assume that someone who provides investment advice to you...Read More
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)...Read More
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...Read More
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...Read More
