Stephen Roehrig
As a Financial Adviser I strive to guide clients through the challenges of wealth management, retirement & financial planning as well as risk management.
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.
11/18/2020
What Will You Pay for Medicare in 2021? Medicare costs are going up in 2021.
10/22/2020
Fed Forecast: Low Rates Ahead The Federal Reserve did two interesting things in the summer of 2020.
10/20/2020
Baby Boomers Buying More Online (Nov) Baby boomers are shopping online more as a result of the coronavirus pandemic.
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.
09/28/2020
Student Loan Relief Extended Through End of Year Student loan relief has been extended through December 31, 2020.
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.
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.
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.
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,...
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