Roger Green

Roger Green, MSFS,CFP®

Time is money—literally. For a recent graduate, time might also seem like an abundant resource, with many thinking they have plenty of time to save for their future – later.

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Roger Green, MSFS,CFP®

A report showed 40% of parents surveyed had never discussed their estate intentions with their heirs (BMO Wealth Institute). My experience shows this number may actually be much higher. You may hesitate to discuss death or incapacity for many reasons. Heirs may be reluctant to broach the subject for fear of appearing greedy.

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Roger Green, MSFS,CFP®

The past couple of years, COVID-19 has many people thinking more about their own mortality, leading many to take steps to plan to protect their loved ones.

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