Retirement Planning

Virtual Book Launch Party

As you may know, our Chief Investment Officer and CEO, Steven Rogé is an active member of Ed Slott’s Elite IRA Advisor GroupSM, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. Ed and his team of IRA Experts are a valued part...
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Preparing Your Portfolio for the TCJA Sunset

2025 Tax Changes: What High-Net-Worth Investors Need to Know

By Kelley Muhsemann Marketing Manager The Tax Cuts and Jobs Act (TCJA) of 2017 marked one of the most significant overhauls of the U.S. tax code in decades. Among its many provisions were changes that directly affected high-net-worth investors. While predicting the future is impossible, the sunset of the TCJA is a unique instance of...
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Planning for Retirement? Here Are 5 Tips You Can't Afford to Overlook

5 Items You Can’t Afford to Overlook When Planning for Retirement

By Kelley Muhsemann Marketing Manager Retirement is a milestone many of us eagerly anticipate, envisioning a time of leisure, freedom, and new adventures. However, transitioning into retirement requires careful consideration and planning to ensure a smooth and fulfilling experience. As you prepare for this new chapter, here are five essential things you should know for...
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Group of Generation Z

Enhancing Financial Literacy Across Generations: Generation Z

By Kelley Muhsemann Marketing Manager Wrapping up Financial Literacy Month, the fourth and final article in our financial literacy series takes a deep dive into the budding Generation Z. More commonly referred to as “Gen Z,” this cohort was born between 1997 and 2012, and make up about 14% of the U.S. population. According to...
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group of millennials

Enhancing Financial Literacy Across Generations: Millennials

By Kelley Muhsemann Marketing Manager The third article in our financial literacy series focuses on Generation Y – more commonly known as “Millennials.” Born between 1981 and 1996, Millennials came of age during the Great Recession, and face a unique set of financial challenges compared to previous generations. In fact, according to Investopedia, Millennials “have entered...
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Enhancing Financial Literacy Across Generations: Generation X

The second article in our Financial Literacy Month series is dedicated to Generation X. Born between 1965 and 1980, “Gen X” is balancing career advancement with heightened financial anxiety. This “sandwich generation” is in their key wealth-building years while also juggling working and caregiving. A recent study by Bankrate found that this cohort is significantly...
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Enhancing Financial Literacy Across Generations: Baby Boomers

By Kelley Muhsemann Marketing Manager At R.W. Rogé & Company, Inc., we believe that empowering individuals with financial knowledge is crucial for building a secure future. To celebrate Financial Literacy Month, we’ve put together a series of articles that will delve into the unique financial challenges and priorities faced by different generations, providing tailored advice...
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multi generation family

The Gift of Financial Education: Sustaining Generational Wealth

By Kelley Muhsemann Marketing Manager A study conducted by the Williams Group found that a staggering 70% of wealthy families lose their wealth by the next generation, with 90% losing it the generation after that. Another study found that 78% of wealthy individuals feel that their heirs are not financially responsible enough to handle an...
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Debunking the Social Security Myth: Will it Run Out by 2035?

By Kelley Muhsemann Marketing Manager The “death of social security” has been reported for decades, but the latest headlines threaten it to run out by 2035 – a mere 12 years from now. Is it fearmongering, or should you be legitimately concerned? Let’s dive into several topics surrounding this rumor, its origins, and find out...
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