Roger Green

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:

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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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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.

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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.

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With 25+ years of helping people with their money,  I often am asked for suggestions in planning for a financial future.   These are some basics:

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