By Kelley Muhsemann Marketing Manager We’re kicking off 2024 by celebrating Financial Wellness Month! Instead of providing you with various tips and tricks on how to set forth and achieve financial wellness – we’ve decided to look inward and reflect as fee-only financial advisors to answer the question: What does “Financial Wellness” mean to us?...Read More
The U.S. government instituted a new law called the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act for Fiscal Year 2021. What is the Corporate Transparency Act? It’s game-changer for business accountability, and a landmark legislation that aims to curb money laundering, terrorism financing, and other forms of financial crimes by...Read More
A study conducted by the Williams Group found that 70% of wealthy families lose their wealth by the next generation, and 90% lose it by the generation after that. Additionally, 78% of wealthy individuals believe their heirs lack the financial education and responsibility to manage an inheritance. These startling statistics highlight the importance of equipping future...Read More
For decades, Americans have worried about the future of Social Security, with recent headlines raising alarms that it could run out by 2035. This pressing question, “Will Social Security run out?” has sparked widespread concern, especially among retirees and pre-retirees. The fear that Social Security will run out by 2035 has been at the forefront...Read More
When R.W. Rogé & Company, Inc. was founded in 1986, one of the things that set us apart from other advisors was, of course, the fact that we are a fee-only, fiduciary that works in the best interest of our clients all the time – and the second was our newsletter, “The Rogé Report.” At...Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO “I am sorry Dave. I am afraid I can’t do that,” HAL calmly says to Dr. David Bowman who is locked out of his spaceship, in the movie 2001: A Space Odyssey (1968). If you have been watching or listening to the news media these past...Read More
We are thrilled to announce that R.W. Rogé & Company, Inc. has been named one of America’s Top RIAs for 2023. With nearly 15,000 Registered Investment Advisors (RIAs) currently operating in the U.S., this is quite an admirable recognition. A huge thank you to our team, as well as our wonderful family of clients, for...Read More
By Kelley Muhsemann Marketing Manager As a high-income earner, protecting and preserving your financial resources requires a comprehensive approach. Your strategy might encompass various legal, financial, and personal considerations, as well as both proactive strategies and reactive precautions. Outlined below are several key actions and practical steps that must be taken so you can safeguard...Read More
If you’re experiencing sticker shock at the grocery store or noticing the rising costs of goods and services in your daily life, you’re not alone. Inflation has been a hot topic of concern for millions of Americans, with a staggering 93% worried about its current impact on the economy. This begs the question: What will...Read More
