Financial Geriatrics | R. W. Rogé & Company

Financial Geriatrics


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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Four Common Financial Concerns and Solutions

By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life.  However, it is important to consider how you want your life to look down the road, and how to turn that vision into a reality by planning strategically.  Here are some...
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Seven Ways Baby Boomers Can Financially Assist Their Parents

  By Rosanne Rogé, CSA, RFG, CFP® Managing Director Frequently referred to as the “Sandwich Generation,” Baby Boomers are increasingly tasked with caring for both aging parents as well as minor aged children, or “boomerang” adult children who have returned home due to divorce or the economic environment.  In fact, according to the Pew Research...
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Who Needs Financial Advice?

By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...
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The Case for a Healthcare Representative

The Case for a Healthcare Representative As originally posted at By: Rosanne Rogé In this busy world of ours we all know how important it is to have timely information in order to make wise choices. We gather that information from the Internet (extensive but sometimes a bit complex), newspapers, magazines and other periodicals....
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How to Put an Elderly Loved One on a Budget | By: Rosanne Rogé

Budgeting is hard for everyone; in particular those older individuals on a fixed income. For adult children, talking to aging parents about money can be a challenge. However, there are ways for family members and caregivers to tackle this somewhat daunting task. Here are a few steps that we have utilized in our practice. Prepare an expense...
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Where Can I Find Unbiased Investment Advice?

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...
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Conversation Starters: 20 Questions to Ask Your Parents

We care for our parents every day, in the most intimate of ways. But how well do we really know them? Our parents are the most familiar people in the world but also, sometimes, the most mysterious. Who are they as a person? What were they like when they were growing up? What experiences most...
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Important Figures for 2012

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)...
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