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.

Published: 2014-07-09 15:24
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.

Published: 2014-02-05 16:24
Roger Green, MSFS,CFP®

Have you heard of the Stanford Marshmallow Experiment conducted in 1972 by a Stanford University psychologist? In this experiment, children are given a marshmallow and told they would receive a second marshmallow if they could resist eating the first.

Published: 2014-01-09 16:24

Retirement planning does not end at retirement. The need to continue to grow assets to produce more income remains important for most – especially for those who may not have accrued enough assets to last them throughout today’s longer retirement periods. I specialize in retirement income planning and the following is an overview of my plan for harvesting of retirement assets.  This plan is broken into two basic parts:

Published: 2013-11-18 16:24