Retirement Planning

Office Happenings – Spring Edition

Office Happenings – Spring Edition  By Ronald W. Rogé, MS, CFP® Welcome to the Spring edition of “Office Happenings”. We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use to provide our clients with outstanding services. We also will keep you up-to-date and share with you the...
Read More

Managing Lotto Winnings

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management While we rang in the New Year with the Times Square ball drop, a lucky person just a few miles east in Long Island New York has been celebrating watching the mega millions ball drop in their favor. The Mega Millions drawing was...
Read More

Office Happenings – Winter Edition

Office Happenings – Winter Edition  By Ronald W. Rogé, MS, CFP® Welcome to the winter edition of “Office Happenings”. We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use to provide our clients with outstanding services. We also will keep you up-to-date and share with you the...
Read More

New Year’s Financial Resolutions

By Michelle Herbst Director of First Impressions It is that time of year again when people make New Year’s resolutions. Many people focus on changing their eating habits, starting an exercise routine or adding more physical activity to their lives, right any wrongs, or to live a kinder more caring life. However, how many people...
Read More

The Importance of Personal Umbrella Policies

  What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the...
Read More

Recent Market Volatility

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management The S&P 500 closed in bear market territory last week for the first time since 2008.  A bear market is defined as a loss of greater than 20% from its previous high, which occurred in September of 2018.  The stock market has been...
Read More

T’was the Night Before Harry’s Retirement

  In January 2006 I wrote the following poem titled, “T’was the Night Before Harry’s Retirement.” I paraphrased the 1823 poem from Clement C. Moore’s “A Visit from St. Nicholas” to describe some of the problems we are seeing today with clients who are nearing retirement. More than a decade later the poem is still...
Read More

Has the Stock Market Gone Loco? (Did the President actually use the word loco?)

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management Wednesday’s stock market drop of over 800 points (over 3%) on the Dow Jones Industrials Average surprised many investors. Comments from Federal Reserve Chairman Jerome Powell set in motion the rise in interest rates. Investors scrutinize every comment from the Chairman to glean...
Read More

How to Make a Tax Free Charitable Contribution From Your IRA

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
1 2 3 4 5 6 10

Like Us on Facebook