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colefp.bsky.social
It is April Fools Day, but it is also our birthday and today we are 20!

20 years of serving clients where ever they were in life. Thanks to everyone who has made this birthday possible. #anniversary #financialplanning #feeonly
April 1, 2025 at 12:57 PM
rwroge.bsky.social
Congrats to our CIO & CEO @stevenroge.bsky.social on earning the Certificate in #Blockchain & #DigitalAssets℠ from
the DACFP! Another step in our tradition of lifelong learning & #fiduciary care👏

www.rwroge.com/2025/08/stev...
#feeonly #feeonlyadvisor #rwroge #crypto #investing #investments
Steven Rogé Earns Certificate in Blockchain and Digital Assets℠ | Fee-Only Financial Planners Long Island
At R.W. Rogé & Company, we believe that staying ahead of emerging trends is essential to guiding our family of clients as they work toward a more secure ...
www.rwroge.com
August 14, 2025 at 3:34 PM
rwroge.bsky.social
🎉 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
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.
December 23, 2024 at 6:10 PM
pathviewwealth.bsky.social
What does a fee-only fiduciary advisor do? We put clients first in every step. Read more in the blog link in comments. #FeeOnly #FiduciaryAdvisor #FinancialPlanning #WealthManagement #TaxPlanning #SanDiego #California
August 28, 2026 at 6:40 PM
pathviewwealth.bsky.social
What does it mean for an advisor to put clients first? Our blog covers fiduciary standards, fee-only pay, and five key duties. Link in comments. #Fiduciary #FeeOnly #FinancialPlanning #WealthManagement #TaxPlanning #RetirementPlanning
August 11, 2026 at 6:01 PM
themilitaryguide.bsky.social
Reading about financial advisors: http://buff.ly/1Qg1ddX and http://buff.ly/1Qg1e1r #military #milspouse #vets #sot #FeeOnly
I'm a financial adviser, and here's when I tell people th...
You don't always need a professional.
buff.ly
December 17, 2024 at 2:49 AM
qnazionale.bsky.social
➡️ Leggi l'articolo: #ConsulenzaFinanziaria #Investimenti #Risparmio #FinanzaPersonale #FeeOnly
Consulenza finanziaria, più di una famiglia su 4 affida i risparmi a un professionista
Il totale gestito in Italia ha superato i 700 miliardi di euro. Aumenta il numero di consulenti finanziari abilitati. I compensi sono variabili e legati al modello di business ma sta crescendo il modello “fee-only”
dlvr.it
June 29, 2025 at 7:18 PM
rwroge.bsky.social
🚨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
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 ...
www.rwroge.com
July 23, 2025 at 4:00 PM
rwroge.bsky.social
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
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 ...
www.rwroge.com
July 16, 2025 at 2:17 PM
rwroge.bsky.social
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
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 ...
rwroge.com
July 7, 2025 at 7:20 PM
rwroge.bsky.social
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
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 ...
rwroge.com
June 10, 2025 at 6:59 PM
rwroge.bsky.social
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
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 ...
rwroge.com
June 10, 2025 at 6:38 PM
rwroge.bsky.social
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
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 ...
www.rwroge.com
May 28, 2025 at 4:26 PM
rwroge.bsky.social
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
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 ...
www.rwroge.com
May 15, 2025 at 1:38 PM
rwroge.bsky.social
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 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 ...
www.rwroge.com
May 5, 2025 at 8:55 PM
rwroge.bsky.social
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
March 24, 2025 at 6:55 PM
rwroge.bsky.social
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
February 19, 2025 at 5:08 PM
rwroge.bsky.social
🚨 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
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 ...
www.rwroge.com
February 4, 2025 at 3:09 AM