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Roger Green, MSFS,CFP®

Inflation is something frequently overlooked in retirement planning. Inflation can be defined as an overall upward price movement of goods and services in our economy as measured by the Consumer Price Index (CPI), and it is what makes most things cost more today than they did in prior years.

What is Long Term Care (LTC) and who should have it? LTC is insurance that pays all or part of the care you may need should you become unable to care for yourself due to some form of disability. It is not income replacement, such as would be found under a disability policy.

Roger Green, MSFS,CFP®

Are you high school student wondering how you will one day pay for your college education? Or perhaps you are a parent who isn’t sure how to help their child get a college education? Many things can be done to make college more affordable. Here are a few:

Roger Green, MSFS,CFP® | Green Financial Resources

In recent months we’ve been focusing on intergenerational planning and estate planning. Life insurance can be an important part of such planning and can play a critical role in a successful financial strategy. It protects from financial loss in the untimely death of an income earner, caretaker, or even a business owner or key employee.

The best way to make sure assets go to the right people is to list them as beneficiaries. By law, the beneficiaries designated for an account or policy will receive the assets in that account or payable under that policy upon your death.

One study found that more than 60% of adult Americans have never discussed their estate plans with their heirs – my experience shows this number may actually be higher. Parents may hesitate to discuss death or incapacity for a variety of reasons. Children or grandchildren may be reluctant to broach the subject for fear of appearing greedy.

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