As you navigate through the different financial stages of life, your needs and priorities undergo significant transformations. From adolescence to retirement, each of the financial life stages presents unique challenges and opportunities. One of the keys to financial stability and success lies in recognizing and adapting to these changing circumstances. As a fee-only financial advisory...Read More

R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Merrill, Other Advisors Embrace Financial Gerontology Training.” The article was featured in Financial Advisor Magazine and addresses the importance of more financial firms embracing financial gerontology. To view the full article and learn more about financial...Read More

R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say.” The article was featured on CNBC and discusses the importance of addressing parents aging needs early on. To view the...Read More

Leaving a legacy is a deeply personal journey, and for many, it means ensuring their loved ones are financially secure for generations to come. Multi-generational investing provides a way to not only support immediate heirs but also build a lasting foundation for future family members. With investment advice for multi-generational wealth, thoughtful planning, and smart...Read More

By: Kelley Muhsemann Communications and Marketing Manager Although technology has helped many seniors to stay in touch and feel connected with loved ones during isolation, it has also opened the door for new and improved scams targeted at the aging population. In fact, a recent Federal Trade Commission survey found that older consumers reported higher...Read More

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....Read More

  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...Read More

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...Read More

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...Read More