Business

James Miskell, Attorney at Law

Many accounts, like retirement and investment accounts, allow you to designate the beneficiaries of the account upon your death. It’s a convenient way to distribute these accounts, and typically you make the selection when you open the account.

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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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