Financial Geriatrics Archives | R. W. Rogé & Company

Financial Geriatrics

In The News

Scammers are also first responders to the coronavirus pandemic. Here’s how to unmask them

Director of Research and Portfolio Manager Steven Rogé, MBA, CMFC®, AIF®, was recently featured in an article titled “Scammers are also first responders to the coronavirus pandemic. Here’s how to unmask them,” written by Morey Stettner. The article was featured on MarketWatch and discusses the importance of fraud prevention, especially during times of financial crisis....
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Staying Connected With Loved Ones

  We are all doing our part to practice social distancing and engage in good hygiene habits during the Covid-19 spread. Unfortunately, our senior loved ones are being impacted the most – not just by the virus, but also by isolation. Visitation has been halted at many hospitals and assisted living locations, leaving our loved...
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Caregiver Tax Credits and Medical Expense Deductions

BENEFITS FOR CAREGIVERS Managing Director Rosanne Rogé, RFG, CSA, CFP®, was recently featured in an article titled “Caregiver Tax Credits and Medical Expense Deductions.” The article was featured on Greatcall and discusses the benefits Caregivers are eligible for. To view the full article and learn more about how caregivers are entitled to quite a few deductions...
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A Little-Known Veterans Benefit: Aid-and-Attendance

By Rosanne Rogé, CSA, RFG, CFP® Managing Director As a former Lieutenant in the U.S. Army Reserves, there is a special place in my heart for our wartime veterans.  After all, the reason I have the freedom to write this article and do everything else I want to do is because of the sacrifices they...
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The Latest Technology for Aging in Place

By Rosanne Rogé, CSA, RFG, CFP® Managing Director Like many things, aging is certainly not what it was years ago. Today, older adults can age much more gracefully with the help of advances in healthcare, as well as cutting-edge technology. According to the Society of Senior Advisors (CSA), below are some of the most recent...
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In The News

Beware Of Being In A Hospital For “Observation”

Managing Director Rosanne Rogé was recently featured in an article titled “Beware Of Being In A Hospital For ‘Observation,'” written by Karen DeMasters. The article was featured in Financial Advisor Magazine, and discusses the monetary difference of being labeled an inpatient or outpatient when entering a hospital. To view the full article, click here.
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Beware of Being Admitted Under Medicare “Observation”

By Rosanne Rogé, CSA, RFG, CFP® Managing Director Health insurance can be confusing, and unfortunately, it doesn’t get easier as we age. In fact, there’s a new dispute under the Medicare system that seniors need to be aware of when seeking medical attention. Medicare claims that inpatient status begins when you are formally admitted to...
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Aging and Finances

The Impact of Aging on Financial Decision Making

By Rosanne Rogé, CSA, RFG, CFP® Managing Director Although we are all living longer, healthier lives, studies show that cognition tends to regress with age. One study recently confirmed that declining cognition is associated with significant decrease in financial literacy, and can impact overall financial decision making.1 Additional research proved that by age 60 our...
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caregiving

Top Resources for Caregivers Update

By Rosanne Rogé, CSA, RFG, CFP® Managing Director A lot can change in two years, especially in terms of technological advances. Although many of the caregiving resources we compiled back in August 2015 are still viable today, there are some new players to the caregiving game. We have put together an updated list, complete with...
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