As you navigate through the different financial stages of life, your needs and priorities undergo significant transformations. From adolescence to retirement, each of the financial life stages presents unique challenges and opportunities. One of the keys to financial stability and success lies in recognizing and adapting to these changing circumstances. As a fee-only financial advisory...Read More
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...Read More
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...Read More
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...Read More
If you’re experiencing sticker shock at the grocery store or noticing the rising costs of goods and services in your daily life, you’re not alone. Inflation has been a hot topic of concern for millions of Americans, with a staggering 93% worried about its current impact on the economy. This begs the question: What will...Read More
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...Read More
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...Read More
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....Read More
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...Read More
