By Rosanne Rogé, CSA, RFG, CFP® Managing Director For those age 70 ½ who are required to make annual Required Minimum Distributions (RMD’s) from their Individual Retirement Accounts (IRA’s), the U.S. Internal Revenue Service (IRS) has given individuals, who can afford to be philanthropic, a gift in the form of a tax break. The Tax...Read More
By Kelley Caponigro Assistant to the Chairman & CEO Although there are many different definitions of success, the four main elements that contribute to success are freedom of time, money, relationships, and purpose. Dan Sullivan, founder of The Strategic Coach, Inc., says that “when you lose sight of these four freedoms, that’s when you start...Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director As a former Lieutenant in the U.S. Army Reserves, there is a special place in my heart for our wartime veterans. After all, the reason I have the freedom to write this article and do everything else I want to do is because of the sacrifices they...Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director Like many things, aging is certainly not what it was years ago. Today, older adults can age much more gracefully with the help of advances in healthcare, as well as cutting-edge technology. According to the Society of Senior Advisors (CSA), below are some of the most recent...Read More
By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Manager In keeping with one of President Donald Trump’s promises, we recently saw the enactment of tariffs aimed at reversing unfair trade practices of the Chinese state sponsor companies. This first step was aimed at the steel industry with tariffs on an estimated $60...Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO On Friday, February 2, the stock market declined approximately 2.2%, a sharp reversal from the broad-based advance of the past year. The Dow Jones Industrials Average is still up 27% over the past year. We have had positive stock market returns with low volatility for over...Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director Health insurance can be confusing, and unfortunately, it doesn’t get easier as we age. In fact, there’s a new dispute under the Medicare system that seniors need to be aware of when seeking medical attention. Medicare claims that inpatient status begins when you are formally admitted to...Read More
Decoding tax and insurance jargon can be as difficult as learning another language. We recently encountered a scenario that helped our clients save money with a specific strategy for their Required Minimum Distributions (RMD) that will save significant Medicare Part B Premiums. If you or your spouse are nearing retirement, it’s a tip that might...Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director There are numerous books and studies surrounding gender differences. It’s safe to say men truly are from Mars, and women are from Venus. The two groups differ in their relationships, communication style and emotional needs. It’s not surprising that their relationships with money and financial needs also...Read More
