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Hannah Rogge, Financial Planning: Tips for keeping your financial information secure
In today’s digital age, most of your personal financial information exists somewhere online. While this can make managing your financial life much easier and more efficient, it can also put...
Hannah Rogge, Financial Planning: Planning for 2026
If you anticipate any significant changes to your income or expenses, work with your CPA or financial advisor to determine whether strategic planning is needed.
Hannah Rogge, Financial Planning: What’s best, HSA or FSA?
Save in whatever account you can. Both options are a great way to set aside tax-advantaged funds to cover qualified medical expenses.
Hannah Rogge, Financial Planning: Behavioral biases and investment decisions
Behavioral biases can have a potentially detrimental impact on investment results, because they lead investors to act emotionally rather than logically.
Hannah Rogge, Financial planning: Choosing the right support people
A complete estate plan that incorporates the right people in each role can provide you and your beneficiaries with peace of mind.
Hannah Rogge, Financial Planning: Help protect yourself from identity theft
One way to protect yourself from this type of criminal activity is by placing a freeze on your credit profile.
Hannah Rogge, Financial Planning: The importance of prenuptial agreements
While the prenuptial agreement conversation can be a difficult one to initiate, it can also help you get on the same page as your spouse and protect each of your...
Hannah Rogge, Financial Planning: The ‘One Big, Beautiful Bill Act’ and you
The bill will significantly impact the finances of many Americans through tax provisions, changes to social programs and federal student loan reform.
Hannah Rogge, Financial Planning: Navigating restricted stock units
Restricted stock units are one way to offer employees a stake in the company’s success while reducing cash outlay. While RSUs are a valuable form of incentive compensation, they also...
Hannah Rogge, Financial Planning: Women and wealth, preparing for a longer retirement
For women, it’s about acknowledging longevity as both a gift and a challenge and then taking meaningful steps to prepare for a future that may require greater resilience, more independence...