Protecting those we love
By Roger S. Green

Life insurance may not seem like a romantic gift, but it could be the most precious Valentine’s gift you ever gave a loved one should something unexpected happen. It protects from financial loss in the untimely death of an income earner, caretaker, or even a business owner or key employee. 

Often overlooked retirement planning questions
By Roger Green

When planning for retirement, often the focus seems to be almost entirely on “how much can I save?”, but there are some other significant questions to consider when reviewing your overall retirement plan.  

Roger GreenMaking the most of your 401(k)
By Roger Green, MSFS, CFP
Green Financial Resources

401(k) plans remain the primary source for building retirement assets for millions of workers. Here are some ways to make the most of your 401(k):

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