Roger Green Archives - Page 3 of 8

Your Green: The Secure Act of 2019

February 11, 2020

The SECURE Act (Setting Every Community Up for Retirement Enhancement) (“the Act”), was passed by Congress and signed into law by President Trump on December 20, 2019. The Act makes some significant changes to Required Minimum Distribution (RMD) rules as related to Individual Retirement Accounts (IRAs) and other retirement plans, in addition to changes in other areas. This is one of the most comprehensive retirement plan reforms in more than a decade, and this is a brief overview of a few highlights that may be of interest.

Roger Green, Laura Green, and Michael Green at the 17th annual Green Financial Resources Charity Golf Classic.

Green Financial Charity Golf Classic — A Legacy of Giving

January 17, 2020

Giving. Everyone likes to be on the receiving end of it, but it takes a special kind of person to continually be the giver in such a relationship. Green Financial Resources LLC (GFR) has hosted seventeen golf events, with 15 of them designated as tournaments to raise money for charity. These have been opportunities for their clients, friends, and community members to come out, have some fun and donate to local nonprofit organizations they have designated as the beneficiaries of each event.

Your Green 2020 – Growth versus saving for retirement

January 17, 2020

Very few people could “save” enough for retirement with today’s long life expectancies and earlier retirements. If you just “save” – yet do not have growth that exceeds both income taxes and inflation, you are more likely to run out of money.

Your Green: What Women Need to Know About Retirement

August 14, 2019

A report released in March 2016 by the National Institute on Retirement Security (NIRS) finds that across all age groups women have substantially less income in retirement than men. 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.

Your Green: Understanding long term care insurance

June 14, 2019

What is Long Term Care (LTC) and who should have it?

Your Green: How Can I Afford College?

May 14, 2019

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?

Your Green: Protecting those we love

April 13, 2019

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.

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

March 11, 2019

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.

Your Green: How Much Do You Know About Your Parent’s Estate?

February 17, 2019

One study found that more than 60% of adult Americans have never discussed their estate plans with their heirs – my experience shows this number may actually be higher.