Roger Green

Roger Green, MSFS,CFP®

A report released in 2020 by the National Institute on Retirement Security (NIRS) finds that across all age groups women have substantially less income in retirement than men (National Institute on Retirement Security, NIRS 2020).

Roger Green, MSFS,CFP®

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.

Roger Green, MSFS,CFP®

High school seniors, and their parents, are making decisions now about which colleges they will apply to attend.

Roger Green, MSFS,CFP®

Retirement planning does not end at retirement. The need to continue to grow assets to produce more cash flow remains important for most.