By Ronald W. Rogé, MS, CFP® Chairman & CEO Being a business owner is radically different than being an employee within a business that belongs to someone else. You tend to watch the business like a hawk, often sacrifice your personal needs, and spend so much time running and planning for the business that you...Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director Although we are all living longer, healthier lives, studies show that cognition tends to regress with age. One study recently confirmed that declining cognition is associated with significant decrease in financial literacy, and can impact overall financial decision making.1 Additional research proved that by age 60 our...Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director A required minimum distribution (RMD) is the amount that traditional Individual Retirement Account (IRA) owners, Simplified Employee Pension (SEP) plans, and other qualified plan participants, such as 401(k) plan participants, must begin taking from their retirement accounts. This must be done by April 1 following the year...Read More
By Steven Rogé, MBA, CMFC®, AIF® Director of Research and Portfolio Manager March 9, 2017 marked the 8th anniversary of the bull market, and it received lots of publicity in the press and media. There are differing opinions as to whether the stock market is overvalued now that the Dow and S&P 500 indices are...Read More
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
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
By Rosanne Rogé, CSA, RFG, CFP® Managing Director A lot can change in two years, especially in terms of technological advances. Although many of the caregiving resources we compiled back in August 2015 are still viable today, there are some new players to the caregiving game. We have put together an updated list, complete with...Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO The year seemed very strange to me. The news was dominated by: Politics – Brexit in the United Kingdom and the U.S. Election Conflict and Tragedy – Numerous shootings and terrorist attacks Awards – Bob Dylan winning the Nobel Prize for Literature Business – EpiPen prices,...Read More
By Rosanne Rogé, CFP®, CSA, RFGsm Managing Director If you have noticed a small dip in your Social Security payments recently, you are not alone. Based on the increase in the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), the recipients of Social Security Benefits will be receiving a small Cost of...Read More
