Rogé Report | 2/21 | R. W. Rogé & Company

Rogé Report

A Little-Known Veterans Benefit: Aid-and-Attendance

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...
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Exciting Announcement!

We are pleased to announce that Mrs. Christine M. Parisi, CFP® is rejoining our firm on May 29, 2018, as a Senior Wealth Advisor. Christine was a valued member of the R.W. Rogé & Company team from 2002 to 2008. In 2008 she left full-time employment to care for her growing family. Christine earned her...
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The Latest Technology for Aging in Place

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...
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Tariffs, Quotas, and Modern-Day Protectionism

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...
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Making Sense of Friday’s Market Decline

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...
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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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Tax Strategies for Required Minimum Distributions (RMD’s)

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...
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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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