Financial Planning

R.W. Rogé Nominated for Best Financial Advisor Long Island 2024

Last year, after more than 1 million votes cast, R.W. Rogé & Company, Inc. was named “Best Financial Advisor on Long Island” by Bethpage Federal Credit Union. We are thrilled to announce that we have been nominated once again! You’ll find our company name within the “Services” section, under the category “Best Financial Advisor.” You...
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The Six Biggest Mistakes Investors Make – and How to Fix Them

By Kelley Muhsemann Marketing Manager Investing can be a rewarding journey, offering the potential for financial growth and security. However, it’s important to navigate this path with caution and avoid the common pitfalls that can lead to financial setbacks. Let’s explore six of the biggest financial mistakes investors make and provide insights on how to...
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2023: An Earth Odyssey

By Ronald W. Rogé, MS, CFP® Chairman & CEO “I am sorry Dave. I am afraid I can’t do that,” HAL calmly says to Dr. David Bowman who is locked out of his spaceship, in the movie 2001: A Space Odyssey (1968). If you have been watching or listening to the news media these past...
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6 Essential Strategies for High Income Earners to Protect Wealth

Protecting Your Wealth: 6 Strategies for High Income Earners

By Kelley Muhsemann Marketing Manager As a high-income earner, protecting and preserving your financial resources requires a comprehensive approach. Your strategy might encompass various legal, financial, and personal considerations, as well as both proactive strategies and reactive precautions. Outlined below are several key actions and practical steps that must be taken so you can safeguard...
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Inflation: What Your Bills Could Look Like in 2030

By Kelley Muhsemann Marketing Manager If you’re having sticker shock at the grocery store, you’re not alone. A whopping 93% of Americans are concerned with the current level of inflation. 1 What is Inflation? Inflation, defined as a measurement of how fast the prices of goods and services increase, is tied to a complex web...
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New Rules for 529 Plans

By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer Within the 130 pages of the SECURE 2.0 Act, a small section can be found that outlines one’s ability to use a 529 plan for more than just educational expenses. This section strengthens the benefits of contributing to a 529 plan, but this time the...
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Naming Beneficiaries on Retirement Accounts Under the SECURE Act

Naming Beneficiaries on Retirement Accounts Under the SECURE Act An interview with Katherine A. Southard, Esq. On December 20, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and then on December 29, 2022, the SECURE 2.0 Act (the Act) was signed into law, creating major changes for IRA Beneficiaries. More...
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Too Big to Fail: Bank Failures and The Impact on Your Portfolio

By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer This time last week Silicon Valley Bank (SVB) was the 14th largest banking institution in America with a market cap well over $10 billion. SVB was widely considered the darling of banks over the past decade with deposit growth surpassing nearly every other regional bank....
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We Won! Best Financial Advisor on Long Island

After more than 1 million votes cast, the results are in and we are thrilled to announce that R.W. Rogé & Company, Inc. has been named Best Financial Advisor on Long Island by Bethpage Best of L.I.! Thank you to all who voted for us! It is truly an honor to be a part of...
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