Financial Words of Wisdom from the Bible
By Roger Green, MSFS, CFP
As a celebration of this joyous Easter season, and the blessings God has given me in my lifetime, I would like to share some of my favorite words of financial wisdom from the Bible:
What women need to know about retirement
A new report released in March 2016 by the National Institute on Retirement Security (NIRS) finds that across all age groups women have substantially less income in retirement than men.
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.
Financial Basics for Everyone
With 25+ years of helping people with their money, I often am asked for suggestions in planning for a financial future. These are some basics:
Making 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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