Growth versus Saving for Retirement
By Roger Green, MSFS, CFP

Very few people could “save” enough for retirement with today’s long life expectancies and earlier retirements.  If you just “save” – yet do not have growth that exceeds both income taxes and inflation, you are more likely to run out of money.

Roger Green, MSFS, CFP

How can I afford college?
By Roger Green, MSFS, CFP

Are you high school student or a recent graduate wondering how you will be able to afford your college education? Many things can be done to make college more affordable.  Here are a few: 

Financial words of wisdom for graduates!

By 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. The traps of bad credit and debt snare many unsuspecting young adults and cling to their financial history for years. Here are some financial tips to help those starting out in their independent adult lives whether graduating from high school or college:

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:

WORK – Whatever you do, do your work heartily, as for the Lord rather than for men. (Colossians 3:23)

401(k) Rollover?
By Roger Green, MSFS, CFP

Are you holding one or more 401(k) plan accounts from former employers? You have several options: 

Protecting those we love
By Roger Green, MSFS, CFP

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. Life insurance can play a critical role in a successful financial strategy.

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