R.W. Rogé & Company, Inc.

Our CEO & CIO @stevenroge.bsky.social was featured in
@usnews.com on “10 Best #Investments to Watch in 2025.”
He shares thoughts on #thematicETFs & #privatecredit — and why #investors should proceed with care. Thanks to journalist Kate Stalter for the feature! www.rwroge.com/2025/07/10-b... #rwroge

Celebrating 39 Years In Business | Fee-Only Financial Planners Long Island Today, July 28, 2025, we’re honored to celebrate a milestone that means the world to us — 39 years in business. What began at Ronald Rogé’s kitchen table ...

🎉 Celebrating 39 years in business! 🎉

Since 1986, we’ve been guided by one promise: always put people first. We’re celebrating with a special edition newsletter full of heartfelt reflections from our founder, team, & clients.

🔗 www.rwroge.com/2025/07/cele... #rwroge #exclusive #news #anniversary

What is "Micro-Retirement?" | Fee-Only Financial Planners Long Island We’re proud to share that our Senior Wealth Advisor, Christine Parisi, was featured in a recent article on Scary Mommy surrounding "Micro-Retirement&qu ...

🚨Feature alert! Our Senior Wealth Advisor, Christine Parisi, was quoted in @scarymommy.com discussing the rising trend of #microretirements — and how proper planning makes all the difference. www.rwroge.com/2025/07/what... #rwroge #feeonly #fiduciary #worklifebalance #retirement

Can Bluesky still catch up with X and Threads? And does it really want to? | Fee-Only Financial Planners Long Island We’re excited to share that our Marketing Manager, Kelley Muhsemann, was recently quoted in an article written by Tech Culture Editor at Cybernews, Justinas ...

Our Marketing Manager Kelley Muhsemann was quoted in a piece on how #Bluesky is shaping up against #X & #Threads. 🎯 She shared why personalization is key — and why smaller, thoughtful platforms matter, too. www.rwroge.com/2025/07/can-... #feeonly #fiduciary #rwroge #financialadvisor #financialplan

The Debt Is a Burden for Med Students, But There Are Options | Fee-Only Financial Planners Long Island Medical school debt is no small hurdle, and for many physicians, it can feel like it looms over every career decision. In Medscape’s recent article, “Debt B ...

Medical school debt impacts every decision. In Medscape, Erin Cates explored how programs like PSLF can help — with insights from @stevenroge.bsky.social. Thanks Erin for including Steven’s insights!👏 rwroge.com/2025/07/the-... #medicaldebt #financialplanningforphysicians #feeonly #fiduciary #rwroge

5 Major Social Security Mistakes Boomers Can’t Stop Making | Fee-Only Financial Planners Long Island We’re thrilled to share that our Senior Wealth Advisor, Christine M. Parisi, was recently featured in a Yahoo Finance article (syndicated via GOBankingRates ...

We're proud to share that our Senior Wealth Advisor, Christine Parisi, was featured in a @yahoofinance.com article by G. Brian Davis, on key #SocialSecurityMistakes #boomers make. Her insight: filing early could cut benefits by up to 30%! Read here 👉 rwroge.com/2025/06/5-ma... #rwroge #feeonly

The Most Overlooked Threat to Retirement Success | Fee-Only Financial Planners Long Island 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, title ...

Proud to share that our CEO & CIO @stevenroge.bsky.social was featured in @marketwatch.com in an article on #retirement by Lara Becker! He shared why a personalized #financialplan can make or break retirement.

📰 Read: rwroge.com/2025/06/the-...

#StevenRoge #RWROGE #FeeOnly #Rwroge #Fiduciary

8 Ways To Find Money for Investing in Your Budget | Fee-Only Financial Planners Long Island In a recent article titled "8 Ways To Find Money for Investing in Your Budget," journalist Gabriel Vito explores practical strategies to help indi ...

Great read by Gabriel Vito in @yahoofinance.com on finding money in your budget to invest 💸 Thanks for including our CEO @stevenroge.bsky.social insights on smart spending strategies! Read more - www.rwroge.com/2025/05/8-wa... #feeonly #fiduciary #budgeting #investing #investmentstrategies #rwroge

R.W. Rogé & Company, Inc. Joins the Charlotte County Chamber of Commerce | Fee-Only Financial Planners Long Island We’re excited to share that R.W. Rogé & Company, Inc. is now officially a member of the Charlotte County Chamber of Commerce! With over 1,000 members ac ...

We’re proud to announce that #RWRoge is now a member of the Charlotte County Chamber of Commerce! We're excited to connect with the local #community and host educational events in the area www.rwroge.com/2025/05/r-w-... #RWRoge #CharlotteCountyChamber #FinancialPlanning #FeeOnly #FloridaFeeOnly

Steven Rogé Featured in Yahoo Finance and AOL | Fee-Only Financial Planners Long Island Our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a Yahoo Finance and AOL article titled, "Tony Robbins Reveals Huge Warning ...

Our CEO @stevenroge.bsky.social was quoted in @yahoofinance.com latest article: “Tony Robbins Reveals Huge Warning About 401(k) Plans.” Check out Steven's thoughts on #TDFs and alternative strategies like #PureAlpha.

#rwroge #YahooFinance #InvestmentStrategies #LongIsland #FeeOnly #fiduciary #money

Steven Rogé Appointed Adjunct Clinical Instructor at NYIT College of Osteopathic Medicine | Fee-Only Financial Planners Long Island We’re excited to share that our Chief Investment Officer and CEO, Steven M. Rogé, MBA, CFP®, AIF®, has been appointed as an Adjunct Clinical Instructor at t ...

Exciting news! Our CEO & CIO @stevenroge.bsky.social has been appointed Adjunct Clinical Instructor at #NYITCOM! “As future #physicians navigate a demanding and rewarding profession, financial clarity can be one of the most empowering tools they carry,” Steven shared. www.rwroge.com/2025/04/stev...

Do you work in #education, #healthcare, or the #nonprofit world? You may be eligible for a 403(b) #retirement plan—a powerful way to save for the future. Our latest blog answers FAQs about 403(b) plans. Give it a read and let us know your thoughts! 🧠 www.rwroge.com/2025/03/what... #finance #feeonly

Are you or someone you know #expecting a little one? 🍼 Learn to #budget for #BabyEssentials, navigate #healthcare costs, and #save for the future in our latest blog 📝

🔗 www.rwroge.com/2025/02/how-...

#rwroge #feeonly #fiduciary #cfp #financialplanning #newblogpost #longisland #beverly #newbaby

U.S. Tariffs and Global Trade: How Will New Policies Impact Markets and Your Investments? | Fee-Only Financial Planners Long Island The U.S. has recently proposed a new wave of tariffs on key trading partners, including China, Canada, Mexico, and potentially the European Union. With rate ...

🚨 Recent #USTariff proposals have sparked concerns over rising costs, trade tensions, & economic uncertainty. But before reacting, step back and analyze the bigger picture.
Click below for insights & strategies. #Investing #TradeWars #FinancialPlanning #FeeOnly #Fiduciary #Rwroge #FinancialAdvisor

Sunday vibes

@stevenroge.bsky.social New Blog Post 💃

What Are The Steps Involved In Financial Planning? Understand the important steps in the financial planning process, such as analyzing financial data, creating strategies, and implementing plans.

Ever wondered what goes into a financial plan? 🤔

Head over to our latest #blog where we break down the #financialplanningprocess. Find out how each step works toward providing #financialclarity & #financialconfidence.

#feeonlyadvisor #feeonlyplanner #longislandfeeonly #beverlyfeeonly #rwroge

Around the world, New Year's celebrations include special rituals meant to bring #wealth & good fortune 🎉 From eating 12 grapes at midnight, to opening all doors & windows letting out bad luck & welcoming prosperity.

💭 Do you have any #NewYear’s rituals for luck and prosperity? #NYE #NewYear2025

🌟 Thrilled to share that our Marketing Manager, Kelley Muhsemann, was featured in @successmagazine.bsky.social, discussing the challenges and potential of new social platforms like Bluesky. Check out her expert insights on the evolving digital landscape! #rwroge #feeonlyadvisor

A vibrant blue graphic featuring the word 'Hello' in large, playful yellow script. The word is accentuated with white rays and a heart inside a speech bubble pointing at the end of the greeting. Below the greeting, there's a website URL: www.rwroge.com.

A team introduction graphic set against a deep blue background. It features headshot photos of eight team members with their names and titles below each. From top left to bottom right: Steven Rogé as Chief Investment Officer & CEO, Susan Rogé as Chief Compliance Officer, Philip Brucato as Wealth Advisor, Theresa Carguillo as Client Services Associate, Dustin Cidorowich as Associate Financial Planner, Michelle Herbst as Operations Manager, Christopher Kehoe as Wealth Advisor & Director of Investment Research, and Kelley Muhsemann as Marketing Manager. The company’s website, www.rwroge.com, is noted at the top.

🎉 Hello Bluesky! We're R.W. Rogé & Company, Inc., & we're thrilled to join this vibrant community. We offer #feeonly #financial guidance since 1986. 📸 Here’s a peek at our team! Follow us for a holistic approach to #personalfinance & #investing insights. #HelloBluesky #FinancialFreedom #Fiduciary