Business

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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“For many of us, the task of putting together an estate plan is one of those “to-do’s that never seems to get done.”

It’s that time of year again. Yes, it is New Year’s resolution time. Is estate planning one of your “resolutions” for 2014?

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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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Use caution this winter when using space heaters
By Jamey Toney, ChFC®
Country Financial

With home heating costs on the rise this winter, many people are turning to alternate heating sources to keep costs down. If you plan to use space heaters this winter, use extreme caution.

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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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