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- Roger Green, MSFS,CFP® | Your Green | Green Financial Resources
Are you at the point in your life where you are seeking alternative ways to provide funds or leave a portion of your estate to support a cause close to your heart?
Are you at the point in your life where you are seeking alternative ways to provide funds or leave a portion of your estate to support a cause close to your heart?
As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments.
High school seniors, and their parents, are making decisions now about which colleges they will apply to attend.
Retirement planning does not end at retirement. The need to continue to grow assets to produce more cash flow remains important for most.
Many people don’t realize the importance of building and maintaining a good credit score to their overall financial well-being.