Financial

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.

For retirement: start early, contribute often

For retirement: start early, contribute often

Planning for life after retirement can be an exciting thought, especially when you have big dreams in mind. However, nothing can dampen those retirement plans more than not having the funds to make your dreams come true.