Business decisions often reach beyond the business itself. They can shape a family’s finances, retirement goals, and the legacy an owner hopes to leave. That connection was the focus of “Reverse Engineer Your Business: Essential Planning for Business Owners,” presented by the Charlotte County Veterans Council on October 5 at Charlie Foxtrot Brewing in Port...Read More
In the Yahoo Finance article “Trump Account employer contributions explained: A benefit for working parents,” by Trea S. Branch, readers learn how employer contributions could help families build savings for their children. The article explains contribution limits, tax considerations, and what parents should ask their HR departments as this new workplace benefit develops. Steven Rogé,...Read More
The recent Forbes article, “1 In 4 Private-Sector Workers Don’t Have Access To Retirement Benefits—Here’s How To Save Without Them,” by journalist Lindsey Crossmier explores the retirement savings options available to people without an employer-sponsored plan. The article highlights how individual retirement accounts (IRAs) can help workers continue building savings when workplace benefits aren’t available....Read More
A retirement savings balance tells you where you are today. What you do next can help shape where you go from here. In “2026 Reality Check: The Median Millennial Retirement Balance Is Just $47K — Here’s What It Takes To Hit $1M by 65,” featured in AOL, journalist Nicole Spector explores how millennials can build...Read More
We’re proud to share that Steven Rogé, Chief Investment Officer and CEO of R.W. Rogé & Company, has joined the board of directors of The Open Door. The Open Door’s mission is close to Steven’s heart. After years of volunteering with the Cape Ann nonprofit and receiving its Helen Muise Community Service Award in 2019 for...Read More
The MoneyLion article “If America’s Total Auto Loan Debt Was Split Equally, How Much Would You Owe?” by journalist G. Brian Davis examines the continued rise of auto loan debt in the United States and the growing cost of purchasing a vehicle. The piece explains how higher prices, larger loans, and longer repayment terms can...Read More
In the Kiplinger article “The Case for Carrying a Mortgage Into Retirement,” journalist Maurie Backman explores why entering retirement with a mortgage may make financial sense, particularly for homeowners with a low, fixed interest rate. The article examines the potential benefits of preserving liquidity, keeping funds invested, managing taxes, and maintaining greater financial flexibility. Our...Read More
R.W. Rogé & Company is pleased to announce that we have joined the Greater Cape Ann Chamber of Commerce, further strengthening our connection to the North Shore community served by our Beverly, Massachusetts office. The Greater Cape Ann Chamber is a nonprofit organization representing businesses and community organizations throughout Essex, Gloucester, Ipswich, Manchester-by-the-Sea, and Rockport,...Read More
A recent article by journalist Lydia Kibet, featured on MoneyLion and AOL.com, explores five risks people may overlook when pursuing Financial Independence, Retire Early, commonly known as FIRE. While aggressive saving and investing can make early retirement possible, the article explains why a successful plan must account for market volatility, healthcare expenses, lost earning years,...Read More
