Roger Green

Roger Green, MSFS,CFP®

Are you high school student wondering how you will one day pay for your college education? Or perhaps you are a parent who isn’t sure how to help their child get a college education?

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Roger Green, MSFS,CFP® | Green Financial Resources

In recent months we’ve been focusing on intergenerational planning and estate planning. Life insurance can be an important part of such planning and can play a critical role in a successful financial strategy. It protects from financial loss in the untimely death of an income earner, caretaker, or even a business owner or key employee.

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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.

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One study found that more than 60% of adult Americans have never discussed their estate plans with their heirs – my experience shows this number may actually be higher.

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Roger Green, MSFS,CFP®

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.

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