Roger Green

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.

Roger Green, MSFS,CFP®

 Many people don’t realize the importance of building and maintaining a good credit score to their overall financial well-being.

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