Financial Planning

Client Stories Part 3

January 2014 Client Stories Part 3 This is the third in a series of real client stories. As previously stated, during these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. You can read more about how...
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CFPs and CFAs: Two of the Top Financial Advisor Certifications

We know the situation well: You want to plan for your financial future, but you need some help choosing the best investment strategy for your particular economic situation. A certified professional is certainly the right answer. Whether you are a private individual or a business owner, a Certified Financial Planner or a Chartered Financial Analyst...
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Client Stories Part 2

Client Stories Part 2 This is the second in a series of real client stories. As previously stated, during these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relatioinship with their advisory firm. You can read more about how we define...
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Minimize This Year’s Tax Bill

Minimize This Year’s Tax Bill   Christopher R. Wills, CPA, CFA, CFP® Director of Wealth Management Paying taxes is part of life in the United States. While there’s no way to completely avoid taxes, smart planning can help you minimize what you owe. Generally, there are two strategies for minimizing your tax bill: delaying income...
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Client Stories

On July 26, 2013, R.W. Rogé & Company celebrated its 27th anniversary.  During these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. Confidence comes when clients feel that we truly understand their needs.  Those needs then get articulated...
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A Beginner’s Guide to Retirement Plans for Businesses

A Beginner’s Guide to Retirement Plans for Businesses Setting up a qualified retirement plan for your business can have many benefits. These plans typically offer several tax advantages, such as a deduction for your contributions and tax deferred growth on your investments, which can be an effective way for you to save for retirement through...
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The Benefits of Not Saving in a Retirement Account

The Benefits of Not Saving in a Retirement Account Qualified retirement plans are often marketed as an effective way to save money for the future because of their tax advantages. In the right situation, this can be true, but many investors get so caught up in saving through their retirement plans that they overlook other...
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Estate Planning Tips for the Wealthy

Estate Planning Tips for the Wealthy While accumulating wealth is important, one key step that many individuals postpone is creating a plan that protects that wealth. Unfortunately, such delay can cause them and their loved ones to risk losing a great amount of money to undue taxation, along with being exposed to other potential pitfalls....
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Investment Planning Steps

With a seemingly endless number of available investment options, investment planning has taken on an almost mystical quality, turning it into an activity that, for many investors, increasingly involves more faith than reason. As a result, many investors find themselves at the mercy of investment salespeople who charge exorbitant fees to recommend investment products of...
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