Stephen Roehrig

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.

01/04/2022
11/18/2020

Find out how much college costs increased for the 2020-2021 school year.

11/18/2020

Medicare costs are going up in 2021.

10/22/2020

The Federal Reserve did two interesting things in the summer of 2020.

10/20/2020

Baby boomers are shopping online more as a result of the coronavirus pandemic.

10/08/2020

The Medicare Open Enrollment Period is a good time to review your coverage and make necessary changes.

09/28/2020

Student loan relief has been extended through December 31, 2020.

09/16/2020

The day-to-day demands of supporting multiple generations can take a financial, emotional, and physical toll on sandwiched caregivers.

09/15/2020

Employers can defer withholding of employee share of Social Security tax to 2021.

09/09/2020

Learn the reasons for the recent rapid market surge and the prospects for it continuing.

08/20/2020

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

Learn about how the pandemic has impacted the college landscape.

Address

350 Linden Oaks Suite 140
Rochester, NY
14625

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