R.W. Rogé & Company

Did you know ... Talking about money is still a major taboo in American culture? A survey by Empower revealed that 62% of people avoid discussing their finances with anyone—not with family, friends, or even their spouses. People find it easier to discuss politics or death than to open up about their financial situation 😳 So, why the big secret? According to Brad Klontz, founder of the Financial Psychology Institute, it all comes down to social status. We're hardwired to protect our perceived status, which is closely linked to our financial standing. It’s not just about being polite; it's about survival instincts passed down from our ancestors! 📢 Let’s break the silence and start the conversation. Why do you think we're so hesitant to talk about money? We'd love to hear your thoughts! #FinancialLiteracy #BreakTheTaboo #SocialStatus #DiscussMoney #MoneyTalk #FamilyFinances #Rwroge #FeeOnly #Fiduciary #FunFactFriday #FeeOnlyPlanner #MoneyTalks #FeeOnlyAdvisor

🎉 Happy New Year from all of us at R.W. Rogé & Company! 🎉 As we step into another exciting year, we want to extend our heartfelt gratitude to our valued family of clients, dedicated team, and supportive community. Your trust and collaboration make everything we do possible. This year, we remain committed to helping you Plan, Achieve, and Live® the life you desire with integrity and expertise. May 2025 bring you all prosperity, joy, and countless opportunities. Let's make it a year of growth, achievement, and continued success together. Here's to a bright and prosperous New Year! #NewYear2025 #Gratitude #Growth #Prosperity #FeeOnly #Fiduciary #FeeOnlyFinancialPlanner #Welcome2025

Did you know ... Around the world, New Year's celebrations include special rituals meant to bring wealth and good fortune? Check out how different cultures usher in financial success for the year ahead: 🎊 Eat 12 grapes at the stroke of midnight, each symbolizing a month of upcoming prosperity. 🎊 Enjoy a dish of black-eyed peas, collard greens, and cornbread to attract wealth and good fortune. 🎊 Welcome a guest bearing gifts like coal or a financial token right after midnight to secure a lucky year. 🎊 At midnight, open all entryways to chase away bad luck and welcome in prosperity. 🎊 Dash around with an empty suitcase to ensure a year filled with adventure and travel. 🎊 Eat lentils, which resemble coins, to ensure a prosperous year. 🎊 Throw coins into a river to gather wealth and good favor. 🎊 Hide money around your home and give cash gifts in red envelopes to spread fortune and happiness. 💭 Do you have any New Year’s rituals for luck and prosperity? Are you considering adopting any of these practices? We’d love to hear about it in the comments! #FunFactFriday #NewYearsTraditions #Prosperity #CulturalCelebrations #HappyNewYear #Hello2025 #Rwroge #Friday #FeeOnly #Fiduciary

🌟 Merry Christmas from all of us at R.W. Rogé & Company! 🌟 As we celebrate the joy and warmth of the season, we want to extend our heartfelt gratitude to our family of clients, colleagues, and community partners. Your trust and partnership light up our work every day. This year, we've shared many milestones and successes, and it's all thanks to you. As we look forward to a new year, we remain committed to helping you Plan, Achieve, and Live® the life you desire. May your holidays be filled with peace, love, and prosperity 🎄✨ #MerryChristmas #HappyHolidays #Rwroge #FeeOnly #FeeOnlyAdvisor #Fiduciary #HappyChristmas

Please join us in welcoming Christopher M. Kehoe, CFA®, to our team as Wealth Advisor and Director of Investment Research! With 27+ years of investment management experience, Chris brings a wealth of expertise in multi-generational portfolio management, investment research, and exit planning for business owners. His leadership will further enhance our ability to deliver personalized strategies and proactive planning for our family of clients. Chris also leads our investment research team, ensuring our clients benefit from insightful solutions that navigate today’s ever-changing markets. Outside of work, Chris enjoys hiking, photography, cooking, and cheering for the New York Mets! We are thrilled to have Chris join our family and can’t wait for you to meet him! #CFA #InvestmentManagement #WealthAdvisor #WelcomeToTheTeam #FinancialPlanning #Leadership #FeeOnly #FeeOnlyAdvisor #Fiduciary #Rwroge #TeamRoge #RogeTeam

We’re celebrating a major achievement at R.W. Rogé & Company! Congratulations to Theresa Carguillo, and Dustin Cidorowich, for earning the Financial Paraplanner Qualified Professional™ (FPQP®) designation. This milestone underscores their commitment to delivering exceptional service and support to our family of clients. The FPQP® designation equips professionals with a robust understanding of: ✅ The Financial Planning Process ✅ Investment Basics and Strategies ✅ Insurance, Retirement, and Estate Planning ✅ Tax Implications of Financial Decisions Theresa and Dustin’s accomplishment reflects their dedication to advancing their expertise and serving our clients’ best interests. Follow the link below to learn more about this achievement! #FinancialPlanning #FPQP #RogeTeam #ClientFocused #FinancialSuccess #ProfessionalGrowth #FeeOnly #Fiduciary #Celebrate #FinancialAdvisor #Rwroge #TeamSuccess

Did you know ... Holiday spending predictions are in, and it seems like everyone has a different number! 💳 BofA Securities forecasts that consumers will spend a whopping $2,100 this holiday season. 🎁 Deloitte, on the other hand, predicts a more modest $1,778. 🛍️ Meanwhile, the National Retail Federation estimates spending to average around $902 per consumer. Regardless of the amount, one thing is clear: holiday spending adds up quickly! To keep your finances festive and stress-free, remember to: 🎅 Set a budget that aligns with your financial goals. 🎄 Track expenses to avoid January surprises. 🎁 Focus on meaningful, budget-friendly ways to celebrate! What’s your holiday spending strategy this year? #FunFactFriday #HolidaySpending #BudgetSmart #FinancialPlanning #PlanAchieveLive #Rwroge #FeeOnly #FeeOnlyAdvisor #LongIsland #LongIslandAdvisor #FinancialAdvisor

Did you know ... Small Business Saturday was launched by American Express in 2010 to inspire holiday shopping at local businesses. Since then, it’s grown into a powerful movement, strengthening our communities by supporting small businesses. 🏘️ Last year, on November 25, U.S. shoppers spent an incredible $17 billion at independent retailers and restaurants, according to the American Express 2023 Saturday Consumer Insights Survey. About 67 cents of every dollar spent stayed in the local community. Save the date for Small Business Saturday on ✨ November 30, 2024✨ and let’s shop small to make a big difference! 🛍️ #ShopSmall #ShopLocal #SupportLocal #SmallBusinessSaturday #CommunityFirst #LocalLove #FunFactFriday #LongIsland #Beverly #FeeOnlyAdvisor #FeeOnly #Fiduciary #FinancialAdvisor #SmallBusiness

From our families to yours, we wish you a Happy Thanksgiving filled with delicious food, wonderful company, and joyful moments! 🍂 We are so thankful for the opportunity to serve you and your family. Please note that our offices will be closed on Thursday, November 28, and Friday, November 29, so that our team can spend quality time with loved ones. We'll be back and ready to assist you on Monday, December 2. Wishing you a holiday full of gratitude, good health, and happiness! 🧡 #HappyThanksgiving #Thankful #GiveThanks #FeeOnly #Fiduciary #Thanksgiving #Family #Friends #Gather

Did you know ... According to the Certified Financial Planner Board of Standards, only about 39% of Americans currently work with a financial advisor in some capacity. That means the majority are navigating their financial journey without professional guidance—and potentially missing out on opportunities to optimize their wealth. Whether it’s planning for retirement, investing wisely, or even mastering everyday budgeting, the right advisor can be a game-changer in achieving your long-term financial goals. 📈💼 💡 What can a fee-only financial advisor do for you? They can help you develop a personalized strategy, keep you accountable to your goals, and adjust your financial plan as life changes. With the complexities of today’s financial landscape, having an expert by your side can offer clarity and confidence. Have you ever thought about teaming up with an advisor? You might be surprised by the positive impact it can have on your financial well-being. #FinancialPlanning #WealthManagement #CFP #RetirementPlanning #Investing #Budgeting #FinancialAdvisor #MoneyManagement #FinancialGoals #PlanAchieveLive #SmartInvesting #FinanceTips #FinancialWellness #FuturePlanning #FeeOnly #Fiduciary #Rwroge