Choosing a financial advisor is a deeply personal decision. While credentials and reputation matter, many investors go through a quiet, internal process, weighing trust, clarity, and confidence. That process is often guided by questions you may not fully articulate at first. If you’re interviewing advisors, here are five questions you may find yourself wrestling...Read More
While surveys suggest Americans believe they need well over a million dollars to retire comfortably, the recent Yahoo Finance article “Can You Really Retire on Social Security Alone in 2026? An Honest Budget Breakdown,” by journalist Josephine Nesbit takes a more practical look at what life might realistically look like for those who rely primarily...Read More
In “Boomers at 80: Why The ‘Great Wealth Transfer’ May Never Come,” journalist Aliss Higham explores what happens as the oldest Baby Boomers reach age 80, and why the long-anticipated transfer of wealth to younger generations may look very different than many expect. The article, featured in Newsweek, examines how decades of economic tailwinds helped Boomers...Read More
“Financial Experts Share the Simple Retirement Advice They’re Giving To Clients in 2026” by journalist Josephine Nesbit brings together straightforward, high-impact retirement guidance from a range of financial professionals, each offering one practical principle to help retirees navigate spending, saving, and planning decisions with greater confidence. The article was featured on GoBankingRates and Yahoo Finance,...Read More
In “How Much Monthly Income Could You Get From 1% of Jeff Bezos’ Wealth?” by Martin Dasko, featured in GoBankingRates, Yahoo Finance, Nasdaq, and AOL.com, the article explores what turning a fraction of Jeff Bezos’ net worth into income might realistically look like. It breaks down how different low-to moderate-risk investment choices could generate millions...Read More
In a recent Investopedia article titled, “Your 2025 End-of-Year Tax Checklist,” by Meagan Drew, readers learn practical, last-minute tax planning moves that can help reduce surprises at filing time. This 2025 end year tax checklist highlights key steps investors can take before December 31, from reviewing withholdings to optimizing retirement, charitable, and investment strategies. The...Read More
We’re proud to share that our Client Services Associate, Terri Carguillo, FPQP®, has successfully completed the Investment Foundations® Certificate through the CFA Institute. The Investment Foundations® program provides a strong grounding in the fundamentals of investment markets, ethics, and industry best practices. This achievement reflects Terri’s commitment to expanding her knowledge and further strengthening the...Read More
At R.W. Rogé & Company, we take great pride in the continued growth and dedication of our advisory team. This week, we’re excited to share an important professional milestone: Christopher Kehoe, CFA®, CEPA®, our Wealth Advisor & Director of Investment Research, has officially earned the Certified Exit Planning Advisor (CEPA®) designation. This distinguished credential is...Read More
Hitting the $5 million mark in retirement savings is a milestone that many aspire to, but does it mean you can stop saving altogether? Journalist Gabrielle Olya explores whether this figure represents true financial freedom or simply another checkpoint on the journey to retirement readiness. The piece, featured in GoBankingRates, Nasdaq, Yahoo Finance, and AOL.com...Read More
