By Rosanne Rogé, CSA, RFG, CFP® Managing Director Frequently referred to as the “Sandwich Generation,” Baby Boomers are increasingly tasked with caring for both aging parents as well as minor aged children, or “boomerang” adult children who have returned home due to divorce or the economic environment.  In fact, according to the Pew Research...Read More

By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...Read More

By Ronald W. Rogé, MS, CFP® Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair (1915-2004)                                                                                                                                                                                                                                                                                                         I spotted the quote above on LinkedIn the other day. It’s attributed to Red Adair, a well known and experienced oil well fire fighter. It reminded me...Read More

Kelley Caponigro Assistant to the Chairman & CEO “The problem with quotes on the Internet is that it is difficult to verify their authenticity.”                                                                                                           Abraham Lincoln (1809-1865) The Internet as we know it today has become a life-altering resource.  Information is at our fingertips and with each passing generation it becomes more and more...Read More

In The End, Everything Will Be All Right! Or Will It?   The Best Exotic Marigold Hotel is a movie about a group of newly retired folks who through misfortune or a lack of proper planning and saving for retirement find themselves in a financial shortfall that requires them to look for a more affordable...Read More

Retirement Tips and Misconceptions Christopher R. Wills, CPA, CFA, CFP® Director of Wealth Management What does your retirement dream look like? It could be sipping coffee on the deck of a beach house in Cape Cod, or perhaps finally getting the opportunity to travel the world. Maybe it’s just living worry-free when it comes to money....Read More

What’s Your Identity? Ronald Rogé, MS, CFP® Chairman & CEO To answer this question, you also need to answer some other questions—Who am I?  How do you look at yourself and your relationship to the world?  What is your dominant role in life?  While most people have many such roles, e.g., mother, father, daughter, son,...Read More

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...Read More

When you want to give your time or your money to a cause and don’t know where to start, ask yourself two questions: Why do you want to give, and how much do you want to be engaged in the process? Philanthropy is the practice of promoting the welfare of others by donating a generous...Read More