Click here to watch Episode 3, “Your 401(k) Doesn’t Care Who Wins,” on YouTube. Election season has a way of making everything feel higher stakes, including your investments. As November approaches, investors may find themselves wondering what a change in Washington could mean for the stock market, their retirement accounts, and whether they should make...Read More
In the Kiplinger article “The Case for Carrying a Mortgage Into Retirement,” journalist Maurie Backman explores why entering retirement with a mortgage may make financial sense, particularly for homeowners with a low, fixed interest rate. The article examines the potential benefits of preserving liquidity, keeping funds invested, managing taxes, and maintaining greater financial flexibility. Our...Read More
R.W. Rogé & Company is pleased to announce that we have joined the Greater Cape Ann Chamber of Commerce, further strengthening our connection to the North Shore community served by our Beverly, Massachusetts office. The Greater Cape Ann Chamber is a nonprofit organization representing businesses and community organizations throughout Essex, Gloucester, Ipswich, Manchester-by-the-Sea, and Rockport,...Read More
A recent article by journalist Lydia Kibet, featured on MoneyLion and AOL.com, explores five risks people may overlook when pursuing Financial Independence, Retire Early, commonly known as FIRE. While aggressive saving and investing can make early retirement possible, the article explains why a successful plan must account for market volatility, healthcare expenses, lost earning years,...Read More
Click here to watch Episode 2, “Viral Money Advice: What’s Right and What’s Dangerous,” on YouTube. Financial advice is everywhere. Scroll through TikTok, Instagram, or YouTube long enough and you’re bound to hear someone confidently tell you what you should be doing with your money. So, which viral money advice is worth listening to, and...Read More
We’re excited to introduce The Rogé Standard, a new weekly podcast from R.W. Rogé & Company. For 40 years, our firm has believed in the importance of lifelong learning, open conversations, and meaningful connections. We’re always looking for new ways to share our knowledge, make financial topics easier to understand, and help people feel more...Read More
Gen Z does not need a large retirement balance to get ahead financially. Instead, starting early, saving consistently, and allowing decades for investments to compound can make even modest contributions meaningful over time. That’s the topic of a recent Yahoo Finance article titled, “Gen Z: How Much Retirement Savings Puts You Ahead of Your Peers,”...Read More
Some of the earliest financial lessons we learn come from our parents. Advice like “pay off your mortgage as quickly as possible,” “avoid debt,” and “buy income-producing investments” has shaped generations of investors. While many of these principles were sound when they were first passed down, today’s financial landscape is very different than the one...Read More
Your comprehensive financial plan is finished. Congratulations! You’ve spent weeks gathering tax returns, investment statements, retirement account balances, insurance information, and estate planning documents. You’ve had thoughtful conversations about your goals, discussed retirement, reviewed cash flow, evaluated taxes and investments, considered estate planning, insurance, and legacy goals. The day has finally arrived. Your financial advisor hands...Read More
