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Roger Green, MSFS,CFP®

Turning 65? Don’t Forget Medicare!

You may not be aware, but everyone is eligible for Medicare at age 65, even when the normal retirement age for Social Security benefits is later.  We recommend anyone turning age 65 contact the Social Security Administration (www.ssa.gov or 1.800.772.1213) three months before the month of their 65th birthday. 

Roger Green, MSFS,CFP®

401 (k) Rollover?

Are you holding one or more 401(k) plan accounts from former employers? You have several options: 

Roger Green, MSFS,CFP®

End of Year Investment Tax Planning

December brings us the joy of Christmas, but also the beginning of preparation for tax season.  Make sure you have done the things you can do to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to those investments.

Roger Green, MSFS,CFP®

Protect your income

Just over 1 in 4 of today’s 20-year-olds will become disabled before they retire.1  Over 37 million Americans are classified as disabled – about 12% of the population – and more than 50% of those are in their working years from 18-642

Roger Green, MSFS,CFP®

Growth versus Saving Retirement

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.

Roger Green, MSFS,CFP®

Financial Words of Wisdom from the Bible

As a celebration of this joyous Easter season, and the blessings God has given me in my lifetime, I would like to share some of my favorite words of financial wisdom from the Bible:

Roger Green, MSFS,CFP®

Protecting those we love and care for

Life insurance may not seem like a romantic gift, but it could be the most precious Valentine’s gift you ever gave a loved one should something unexpected happen. It protects from financial loss in the untimely death of an income earner, caretaker, or even a business owner or key employee. Life insurance can play a critical role in a successful financial strategy.