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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: 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.

Carolyn Bagheri

Carolyn Bagheri to retire after 30 years in publishing

Gwinnett Citizen Co-Publisher Has Been A Treasured Storyteller Through the YearsGwinnett Citizen Co-Publisher Has Been A Treasured Storyteller Through the Years

LAWRENCEVILLE – Carolyn Bagheri has been a media icon in the Gwinnett community for three decades. In 1988, when her daughter Auveed Cawthon founded The Snellville Citizen, Carolyn enthusiastically slid in alongside her serving as Co-Publisher and Co-Editor to embrace the entrepreneurial venture.  

Roger Green, MSFS,CFP® | Green Financial Resources

Making the most of your 401(k)

401(k) plans remain the primary source for building retirement assets for millions of workers. Here are some ways to make the most of your 401(k):