Roger Green, rogersgreen.com

Roger S. Green, MSFS, CFP

 

Recognition for Roger and Green Financial:

The Top 100 Independent B/D Advisors -                                              Registered Rep Magazine 2007, 2008, 2009, &2011*

The Top 1000 Advisors - Barron's 2009, 2010, 2011, & 2012*

The Top 100 Independent Financial Advisors-Barron's 2007 & 2008*

Pinnacle Small Business of the Year Award-Gwinnett Chamber 2008*

Advisor Hall of Fame - Research Magazine 2009

  • To view a comprehensive list of awards and recognition, please visit the page "Our Qualifications".

*The results from the above listings/articles should not be considered a guarantee of future performances and/or success. 

 


 

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

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