We’re excited to share that our Chief Investment Officer and CEO, Steven M. Rogé, MBA, CFP®, AIF®, has been appointed as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine (NYITCOM). Starting April 1, 2025, and continuing through March 31, 2026, Steven will serve as a preceptor, or a...Read More
Planning for retirement can be an exciting milestone. It’s your chance to turn years of hard work into a future filled with freedom, relaxation, and new adventures. But with so much information about retirement planning, it’s easy to feel unsure about where to start. What are the first steps of retirement planning? It all begins with...Read More
A 403(b) retirement plan is a valuable savings option designed for employees of public schools, nonprofit organizations, and certain religious institutions. Understanding what is a 403(b) and how it works can help individuals in these sectors make informed decisions about their retirement savings. While similar to a 401(k), a 403(b) is specifically tailored for those in...Read More
When planning for retirement, most people are familiar with 401(k) plans and IRAs, but fewer know the answer to an important question: what is a 457 retirement plan? This tax-advantaged savings vehicle is specifically designed for employees of state and local governments and certain nonprofit organizations, offering unique benefits that set it apart from other...Read More
The concept of income limits for Roth IRA contributions is not new, they have been in place since Roth IRAs were introduced in 1997. Each year, the IRS adjusts the income phase-out ranges slightly to account for inflation. If you’re a high-income earner thinking about adding to your Roth IRA in 2025, IRS income limits...Read More
Welcoming a baby into the world is one of life’s most exciting and transformative experiences. But beyond the joy and anticipation, many parents find themselves caught off guard by the unexpected monetary realities and responsibilities of financial planning for a baby. While most people are aware that having a baby is expensive, the real surprises...Read More
The U.S. has recently proposed a new wave of tariffs on key trading partners, including China, Canada, Mexico, and potentially the European Union. With rates ranging from 10% to 25% on a broad array of goods—from industrial components to consumer electronics and raw materials—these tariffs have understandably raised near-term concerns and uncertainty. While headlines emphasize...Read More
At R.W. Rogé & Company, Inc., we believe that financial planning is more than just managing money—it’s about empowering you to live the life you desire with clarity and confidence. Our process is built on a foundation of trust, collaboration, and expertise. We strive to make financial planning a warm, personal experience, helping you navigate...Read More
We are thrilled to announce that two of our valued team members, Theresa Carguillo, FPQP®, Client Services Associate, and Dustin Cidorowich, FPQP®, Associate Financial Planner, have achieved the prestigious Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning. The FPQP® designation is a significant milestone in the financial services industry. It equips...Read More
