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- Roger Green, MSFS,CFP® | Green Financial Resources
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.
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- Roger Green, MSFS,CFP® | Green Financial Resources
A report showed 40% of parents surveyed had never discussed their estate intentions with their heirs (BMO Wealth Institute). My experience shows this number may actually be much higher. You may hesitate to discuss death or incapacity for many reasons. Heirs may be reluctant to broach the subject for fear of appearing greedy.
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- Roger Green, MSFS,CFP® | Green Financial Resources
Have you heard of the Stanford Marshmallow Experiment conducted in 1972 by a Stanford University psychologist?
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- Roger Green, MSFS,CFP® | Green Financial Resources
The past couple of years, COVID-19 has many people thinking more about their own mortality, leading many to take steps to plan to protect their loved ones.
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- Roger Green, MSFS,CFP® | Green Financial Resources
As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments. Here are some things you should consider:
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