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Your Green 2013

Roger Green, MSFS,CFP®

A harvesting plan for retirement assets

Retirement planning does not end at retirement. The need to continue to grow assets to produce more income remains important for most – especially for those who may not have accrued enough assets to last them throughout today’s longer retirement periods.

Roger Green, MSFS,CFP®

Financial basics for everyone

With 25+ years of helping people with their money,  I often am asked for suggestions in planning for a financial future.   These are some basics: