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