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.Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

By Kelley Caponigro Assistant to the Chairman & CEO There are obvious positive reasons for giving back to your community – such as helping others in need, setting a good example for your children, and supporting amazing organizations. In fact, recent studies have shown that giving can also help boost physical and mental health.1 Although...Read More

By Rosanne Rogé, CSA, RFG, CFP® Managing Director A required minimum distribution (RMD) is the amount that traditional Individual Retirement Account (IRA) owners, Simplified Employee Pension (SEP) plans, and other qualified plan participants, such as 401(k) plan participants, must begin taking from their retirement accounts. This must be done by April 1 following the year...Read More