We’re thrilled to share that our Senior Wealth Advisor, Christine M. Parisi, was recently featured in a Yahoo Finance article (syndicated via GOBankingRates) by journalist G. Brian Davis, titled “5 Major Social Security Mistakes Boomers Can’t Stop Making.” In an insightful discussion about common mistakes retirees make with Social Security, Christine brought a powerful message to the...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Lara Becker, titled “The most overlooked threat to retirement success? Here’s what 12 financial pros say is their No. 1 piece of retirement advice.” In a roundup of top financial professionals, Steven emphasized...Read More
Our CEO and Chief Investment Officer, Steven Rogé, was recently featured in Financial Planning’s article, “10 Best and Worst Crypto ETFs of the Past Year,” written by award-winning journalist Rob Burgess. In the article, Steven explains why cryptocurrency ETFs may be a smarter and more secure alternative to holding crypto directly. He points out that...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
By Kelley Muhsemann Marketing Manager Wrapping up Financial Literacy Month, the fourth and final article in our financial literacy series takes a deep dive into the budding Generation Z. More commonly referred to as “Gen Z,” this cohort was born between 1997 and 2012, and make up about 14% of the U.S. population. According to...Read More
By Kelley Muhsemann Marketing Manager The third article in our financial literacy series focuses on Generation Y – more commonly known as “Millennials.” Born between 1981 and 1996, Millennials came of age during the Great Recession, and face a unique set of financial challenges compared to previous generations. In fact, according to Investopedia, Millennials “have entered...Read More
By Kelley Muhsemann Marketing Manager At R.W. Rogé & Company, Inc., we believe that empowering individuals with financial knowledge is crucial for building a secure future. To celebrate Financial Literacy Month, we’ve put together a series of articles that will delve into the unique financial challenges and priorities faced by different generations, providing tailored advice...Read More
In taxation, inheritance and estate taxes are often used interchangeably, leading to confusion among individuals navigating the complex landscape of wealth transfer. However, the difference between estate tax and inheritance tax lies in their fundamental purpose, calculation, and applicable rules. While both deal with the transfer of wealth after someone passes away, they target different...Read More
As you navigate through the different financial stages of life, your needs and priorities undergo significant transformations. From adolescence to retirement, each of the financial life stages presents unique challenges and opportunities. One of the keys to financial stability and success lies in recognizing and adapting to these changing circumstances. As a fee-only financial advisory...Read More
