Financial Health 101 | R. W. Rogé & Company

Financial Health 101

5 Tips From Highly Successful People

By Kelley Caponigro Assistant to the Chairman & CEO Although there are many different definitions of success, the four main elements that contribute to success are freedom of time, money, relationships, and purpose. Dan Sullivan, founder of The Strategic Coach, Inc., says that “when you lose sight of these four freedoms, that’s when you start...
Read More

Are You Getting Good Financial Advice or a Sales Pitch?

By Kelley Caponigro Assistant to the Chairman & CEO There are a great deal of articles and theories on how to tell a good financial advisor from a salesperson or product-pusher. The problem is that most salespeople are so good at looking and sounding like the real thing that it can be difficult to unmask...
Read More
5 Questions to Ask When Interviewing Financial Advisors

5 Questions to Ask When Interviewing Financial Advisors

By Kelley Caponigro Assistant to the Chairman & CEO Searching for a financial advisor can be really confusing. There are so many different types of professionals who call themselves advisors, as well as various designations and certifications to decode. For most investors, putting these puzzle pieces together to gain a coherent picture of a professional...
Read More

Protecting Your Investments from Conflicts of Interest

By Kelley Caponigro Assistant to the Chairman & CEO While many investors may not be aware of the Department of Labors (DOL) six-year battle to establish a fiduciary standard for anyone providing investment advice on retirement accounts, they are surely aware that President Donald Trump has issued a memorandum aimed at delaying these efforts. On...
Read More
2017 Financial Goals

Realistic Resolutions for Millennials

By Kelley Caponigro Assistant to the Chairman & CEO Although we are a few weeks into the New Year, the pressure to eat healthier, improve yourself, volunteer, and spend more time with family is still palpable. New Year’s resolutions have been around since Babylonian times, and at the start of the 21st century in the...
Read More
Student Loans

How Student Loan Repayment Fits Into a Financial Plan

Years ago most students could work a part-time job while attending college and graduate debt-free. Today, student loans are essentially a guarantee, and depending on things like financial aid, 529 plans and scholarships, a college education could end up costing hundreds of thousands of dollars. Don’t get discouraged though. With a little planning and understanding,...
Read More

Financial Planning: Should You Do It Yourself?

By Kelley Caponigro Assistant to the Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair, American Oil Well Firefighter (1915-2004) Google the words “Do It Yourself” and your screen will flood with articles and videos about building outdoor furniture, fixing leaky faucets, and crafting...
Read More
Certified Financial Planner

What Is a CFP®?

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 those letters after your name mean?” That alphabet soup of acronyms can be...
Read More

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...
Read More
1 2 3 4

Like Us on Facebook