Rogé Report

Rosanne Rogé Featured in Recent CNBC Article

R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say.” The article was featured on CNBC and discusses the importance of addressing parents aging needs early on. To view the...
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Introducing R W Rogé Mobile

We are excited to announce that R.W. Rogé & Company, Inc. has launched the “R W Rogé Mobile,” interactive app, available for both Apple and Android devices. The app allows Rogé clients to securely review and monitor their account, view quarterly reports, statements, and transactions, and submit and review documents, right in the palm of...
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Congratulations Philip Brucato, CFP®

We are thrilled to announce that after years of attending classes, studying, hard work, and dedication, our Wealth Advisor, Philip Brucato, has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal certification granted in recognition of expertise in the areas of financial, estate, and retirement planning, investing and portfolio...
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‘Tis The Season to Stop Giving Cash

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director and Chief Investment Officer Although we are big proponents of giving back to the community year-round, the Holiday season tends to make people even more generous than usual. Perhaps because we are headed into a New Year and are feeling grateful, or perhaps because we are...
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Happy Holidays from R.W. Rogé & Company, Inc.

On behalf of our entire team, we wish you and your family a happy, healthy, and safe Holiday season! R.W. Rogé & Company, Inc. is a fee-only financial planning and wealth management firm serving clients locally and virtually across the country, with Long Island, New York and Ipswich, Massachusetts office locations. The company was founded...
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The SECURE Act: Required Minimum Distributions (RMDs) and Beneficiary Designations

By Rosanne Rogé, CFP®, CSATM, RFGSM and Christine Parisi, CFP® The SECURE Act (Setting Every Community Up for Retirement Enhancement) that went into effect on January 1, 2020, changed the age at which your Required Minimum Distributions (RMDs) are required to begin from age 70 ½ to age 72. Individuals owning assets in an IRA account...
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529 Plans: More Than the Gift of Education, an Estate and Tax Planning Oasis

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer Giving the gift of education is a wonderful endeavor, and a frequent financial planning goal of our clients. For those not familiar, a 529 plan is a state administered, tax-advantaged educational savings account in which you would ideally contribute after-tax money to...
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R.W. Rogé & Company, Inc. Celebrates 35 Years in Business

R.W. Rogé & Company, Inc. was founded by Ronald W. Rogé in July 1986. Today, as we celebrate 35 successful years in business, we want to take a moment to thank all of our loyal clients, nearly 70 of whom have been with us for over 20 years! To celebrate, we put together a fun...
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The Longevity Challenge: How Not to Outlive Your Retirement Funds

R.W. Rogé & Company, Inc. Chairman and CEO, Ronald W. Rogé, was recently a guest speaker on “45 Forward with Ron Roel,” a show on the Voice America Talk Radio Network. The show aims to provide listeners age 45 and over with strategies to shift the traditional waiting-for-retirement model to a journey of compelling life...
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