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Roger Green, MSFS,CFP®

Your Green 2022: What women need to know about retirement

A report released in 2020 by the National Institute on Retirement Security (NIRS) finds that across all age groups women have substantially less income in retirement than men (National Institute on Retirement Security, NIRS 2020). By age 65, 80% of women are more likely than men to live in poverty. Women age 75 to 79 were three times more likely to fall below the poverty level than men.

Roger Green, MSFS,CFP®

Your Green 2021: Investment Year-End Tax Planning

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.

Roger Green, MSFS,CFP®

Your Green 2020: Financial Words of Wisdom for Graduates!

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. The traps of bad credit and debt snare many unsuspecting young adults and cling to their financial history for years. Here are some financial tips to help those starting out in their independent adult lives whether graduating from high school or college:

James Miskell, Attorney at Law

A 2020 New Year’s Resolution That Doesn’t Involve Working Out or Dieting

It’s that time of year again. Yes, it is New Year’s resolution time. Was making a will one of your unfulfilled resolutions from past years?  Is it on your “to-do” list for 2020?  The good news is that with a modest investment of time and effort, you will be able to check this off your list in just a couple of weeks and you won’t even have to go to the gym to get it done!

Roger Green, MSFS,CFP®

Your Green: Inflation and Your Retirement

Inflation is something frequently overlooked in retirement planning. Inflation can be defined as an overall upward price movement of goods and services in our economy as measured by the Consumer Price Index (CPI), and it is what makes most things cost more today than they did in prior years.