Financial Geriatrics

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: 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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financial advisors long island

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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