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.  

Some 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. 

You can’t take it with you!
By Roger Green, MSFS, CFP

As the saying goes, the only two certainties in life are death and taxes.  Unfortunately both are inevitable and unavoidable. If you plan properly, however, you may lessen the hardship on those you leave behind.   Since none of us know when our time will arrive--whether you are 35, 55, or 95 it is important you leave instructions. 

Investment tax planning
By Roger Green, MSFS, CFP

We are nearing the end of the 2014 tax filing season. Make sure you have done the things you can do to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments.

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