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Roger Green, MSFS,CFP®

Your Green: How Can I Afford College?

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?

Roger Green, MSFS,CFP®

Your Green: Protecting those we love

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.

James Miskell, Attorney at Law

Should a Trust be part of your planning?

When it comes to estate planning, the most familiar document is the last will and testament. Most people have a basic understanding that a will allows you to appoint a personal representative (an executor) upon your death and directs that person to distribute your assets as you specify. Put another way, a will says who gets your stuff when you die—but until you die, it does nothing.

James Miskell, Attorney at Law

Estate Planning | How to Build a Time Machine

You spend a lot of time trying to make life easier for your family. You care for them and try to protect them from trouble and pain. You know that no one lives on this earth forever. You know how difficult it is to deal with the death of a loved one and don’t want your family members struggling to wrap up your affairs. You wish there was a way to look out for them after you are gone.

Roger Green, MSFS,CFP®

Your Green: Who will get my money when I die?

The best way to make sure assets go to the right people is to list them as beneficiaries. By law, the beneficiaries designated for an account or policy will receive the assets in that account or payable under that policy upon your death.