Stephen Roehrig

Stephen Roehrig

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As a Financial Adviser I strive to guide clients through the challenges of wealth management, retirement & financial planning as well as risk management.

New College Cost Data for 2020-2021 School Year 11/18/2020

New College Cost Data for 2020-2021 School Year Find out how much college costs increased for the 2020-2021 school year.

What Will You Pay for Medicare in 2021? 11/18/2020

What Will You Pay for Medicare in 2021? Medicare costs are going up in 2021.

Fed Forecast: Low Rates Ahead 10/22/2020

Fed Forecast: Low Rates Ahead The Federal Reserve did two interesting things in the summer of 2020.

Baby Boomers Buying More Online (Nov) 10/20/2020

Baby Boomers Buying More Online (Nov) Baby boomers are shopping online more as a result of the coronavirus pandemic.

Medicare Open Enrollment for 2021 Begins October 15 10/08/2020

Medicare Open Enrollment for 2021 Begins October 15 The Medicare Open Enrollment Period is a good time to review your coverage and make necessary changes.

Student Loan Relief Extended Through End of Year 09/28/2020

Student Loan Relief Extended Through End of Year Student loan relief has been extended through December 31, 2020.

Sandwich Generation Caregivers Face Many Challenges (Oct) 09/16/2020

Sandwich Generation Caregivers Face Many Challenges (Oct) The day-to-day demands of supporting multiple generations can take a financial, emotional, and physical toll on sandwiched caregivers.

Temporary Payroll Tax Deferral: What You Need to Know 09/15/2020

Temporary Payroll Tax Deferral: What You Need to Know Employers can defer withholding of employee share of Social Security tax to 2021.

The Bull Is Back... Will It Keep Charging? 09/09/2020

The Bull Is Back... Will It Keep Charging? Learn the reasons for the recent rapid market surge and the prospects for it continuing.

Plan Sponsors: Coronavirus Relief Measures 08/20/2020

Plan Sponsors: Coronavirus Relief Measures In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with the financial fallout from the pandemic. Among these temporary measures were special rules for required minimum distributions,...

College Disrupted: Students Face High Costs and Pandemic Impact 08/20/2020

College Disrupted: Students Face High Costs and Pandemic Impact Learn about how the pandemic has impacted the college landscape.

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350 Linden Oaks Suite 140
Rochester, NY
14625