Financial Health 101 | 2/2 | R. W. Rogé & Company

Financial Health 101

Certified Financial Planner

What Is a CFP®?

By: Jeffrey Roberto, CFP®, CMFC®, MBA Director of Business Development and Client Services Strangely enough, the first question I hear from prospective clients usually is not, “When can I retire?” or “How much should I be putting into my child’s college fund?” Instead, after looking at my business card, they usually say: “What do all...
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Halloween

Facing Your Financial Fears

By: Kelley Caponigro Assistant to the Chairman & CEO With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help...
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FINANCIAL CONCERNS & SOLUTIONS

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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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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INTERNET

The Great and Powerful Internet

Kelley Caponigro Assistant to the Chairman & CEO “The problem with quotes on the Internet is that it is difficult to verify their authenticity.”                                                                                                           Abraham Lincoln (1809-1865) The Internet as we know it today has become a life-altering resource.  Information is at our fingertips and with each passing generation it becomes more and more...
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COLLEGE SAVINGS

If I Knew Then What I Know Now

Jeffrey Roberto, MBA, CMFC, CFP® Director of Client Services Five years ago, my oldest child, Jeff, started high school.  My wife and I were so proud of our ninth-grader — and then we started to panic.  Not about the looming college application process, although that was stressful too.  We had suddenly realized that we hadn’t...
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