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Financial Geriatrics

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We Need to Talk …

By Rosanne Rogé, RFG, CSA, CFP® Managing Director Throughout life, there are many difficult parent-child conversations. Perhaps the most difficult are the conversations that take place between an aging parent and an adult child. It’s best not to enter into these important conversations blindly, so we’ve put together some helpful hints and resources on how...
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Home Safety Tips

Home Safety Tips

By Rosanne Rogé, CSA, RFG, CFP® Managing Director A friend of mine recently became a caregiver and asked me about some important items to address in the home that would help to create a safer environment for her parents.  I put together a list of the following tips, which have been broken down by room...
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In The News

Protect Your Future Self From Financial Abuse

Managing Director Rosanne Rogé was recently featured in an article titled, “Protect Your Future Self From Financial Abuse.” The article appeared in The Wall Street Journal on Dec. 17, and was written by Anna Prior. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please contact us...
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Rosanne Rogé to Participate in Bob Veres’ Insider’s Forum Conference

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...
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certified financial planner

Managing the Aging Process

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...
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Fee Only Fiduciary

Top Resources for Caregivers

By Rosanne Rogé, CSA. RFG, CFP® Managing Director Although caregiving is a complicated and stressful responsibility, help for caregivers has come a long way in the last few years. With an influx of resources and major advances in technology, we envision a bright future for the aging process and for the mission of providing top...
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Certified Senior Advisors

Rosanne Rogé Featured in CSA Senior Spirit Newsletter

Managing Director, Rosanne Rogé was featured in the July issue of the Society of Certified Senior Advisors (CSA) Senior Spirit Newsletter. The feature discusses Rosanne’s personal caregiving experience, as well as her path to assisting the aging community, and how she became interested in the highly specialized field of financial gerontology. To read the full...
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Sirius XM Business Radio

Rosanne Rogé to Appear on Sirius XM Business Radio Powered by the Wharton School

Managing Director of R.W. Rogé & Company, Inc., Rosanne Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Rosanne will be speaking with radio personality and industry expert, Kent Smetters, about the highly specialized field of Financial Gerontology, discussing topics such as financial...
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CAREGIVING

Caregiving: Where to Turn For Help

  By Rosanne Rogé, CFP®, CSA®, RFGsm In 1970, the average life expectancy in the United States was 70.  In 2012 it reached a record high of 78.8.  Women, specifically, average 81.2 and men average 76.4.  Regardless of gender or current age, we’re living longer more active lives than ever before, and the aging population...
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