Rogé Report

Are You Getting Good Financial Advice or a Sales Pitch?

By Kelley Caponigro Assistant to the Chairman & CEO There are a great deal of articles and theories on how to tell a good financial advisor from a salesperson or product-pusher. The problem is that most salespeople are so good at looking and sounding like the real thing that it can be difficult to unmask...
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In The News

Beware Of Being In A Hospital For “Observation”

Managing Director Rosanne Rogé was recently featured in an article titled “Beware Of Being In A Hospital For ‘Observation,'” written by Karen DeMasters. The article was featured in Financial Advisor Magazine, and discusses the monetary difference of being labeled an inpatient or outpatient when entering a hospital. To view the full article, click here.
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If You’re 70½, It’s Time to Take Money From Your Retirement Account

Director of Client Services Frank J. Fiumecaldo was quoted in a recent article titled, “If You’re 70½, It’s Time to Take Money From Your Retirement Account,” written by Ann Carrns. The article was featured in The New York Times, and discusses the importance of taking Required Minimum Distributions (RMDs) from individual retirement accounts and 401(k)’s....
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Tax Strategies for Required Minimum Distributions (RMD’s)

By Christopher Wills, CPA, CFA®, CFP® 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...
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Financial Advice for Women, by Women

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...
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6 Tips for Protecting Your Identity

By Ronald W. Rogé, MS, CFP® Chairman & CEO Technology has certainly opened a whole new world of possibilities. Cars are driving themselves, we can video chat with friends and family across continents, and information is literally at our fingertips. Unfortunately, there’s always a catch. With all the amazing new pieces of technology comes some...
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5 Questions to Ask When Interviewing Financial Advisors

5 Questions to Ask When Interviewing Financial Advisors

By Kelley Caponigro Assistant to the Chairman & CEO Searching for a financial advisor can be really confusing. There are so many different types of professionals who call themselves advisors, as well as various designations and certifications to decode. For most investors, putting these puzzle pieces together to gain a coherent picture of a professional...
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5 Success Strategies for Business Owners

5 Success Strategies for Business Owners

By Ronald W. Rogé, MS, CFP® Chairman & CEO Being a business owner is radically different than being an employee within a business that belongs to someone else. You tend to watch the business like a hawk, often sacrifice your personal needs, and spend so much time running and planning for the business that you...
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Aging and Finances

The Impact of Aging on Financial Decision Making

By Rosanne Rogé, CSA, RFG, CFP® Managing Director Although we are all living longer, healthier lives, studies show that cognition tends to regress with age. One study recently confirmed that declining cognition is associated with significant decrease in financial literacy, and can impact overall financial decision making.1 Additional research proved that by age 60 our...
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