Longevity – Is Planning to Age 100 Enough?

By Ronald W. Rogé  Chairman & CEO  Last week I was in my dentist’s waiting room and looked down at his table full of magazines and spotted the cover of the May 2013 issue of National Geographic. The cover said: “This baby will live to be 120*”  “It’s not hype, new science could lead to...
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Important Figures for 2013 | By: Rosanne Rogé

December 28, 2012 An integral part of our planning for clients is our continuous monitoring of new thresholds that affect retirement plan contributions, Social Security taxation and Medicare premiums. Listed below are the figures for 2013. There have been a few changes in pension plan contributions for the 2013 tax year due to cost of...
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