Roger Green, MSFS,CFP®

Are you a 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: 

Published: 2016-02-29 16:24

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. 

Published: 2016-02-12 15:24

It’s the holiday season, and the time of year when many get themselves into trouble by spending excessively through the use of credit cards; only to have problems paying off those cards or even making the required payments in the coming year.

Published: 2015-12-08 14:24

The best way to make sure assets go to the right people is to list them as beneficiaries.  By law, the beneficiaries designated for an account or policy will receive the assets in that account or payable under that policy upon your death.

Published: 2015-07-10 15:24