Financial Geriatrics | 3/5 | R. W. Rogé & Company

Financial Geriatrics

The Case for a Healthcare Representative

The Case for a Healthcare Representative As originally posted at Agingcare.com 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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Medicare Primer for the “New Boomers”

Medicare Primer for the “New Boomers”, by Rosanne Roge, CFP®, CSA®, RFGSM Well, the Baby Boomers are beginning to enter the Medicare program and the momentum will be building rapidly. This is the crowd born between 1946 and 1964. As of 2011, that would make us between 47 and 65 years old. Currently, there are...
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The Government Giveth and Taketh Away

The Government Giveth and Taketh Away The GOOD news is that Social Security recipients will be getting a Cost of Living Adjustment beginning in January, 2012.  The raise is expected to be about 3.6% which is a pretty sizeable increase.  This is great news since there have been no COLA adjustments for Social Security for...
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A Goal in Search of Leadership

Our elected leaders in Washington, D.C. are playing a dangerous game of chicken. They are making everyone nervous about the deadline (August 2, 2011) for extending the debt ceiling. While every expert on the subject, including Congress, knows that the only solution is to raise the debt ceiling, they are using this to score points...
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A Long-Term Care Primer: The Need and the LTCI Option

Rosanne Roge, CFP, RFG, CSA The baby boomer generation – defined by the Census Bureau as those born between 1946 and 1964 – is going to have a major impact on many aspects of the economy, but the most important will be health care. The oldest boomers are turning 65 this year. This cohort will...
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