"Your Green" articles
Your Green is the name of Roger's radio program which he hosted from 1998-2017, and it is also the name of the monthly column he has contributed for many years to the Gwinnett Citizen newspaper and at times to other publications. Here are a few articles you may find helpful. Please feel free to share these articles with anyone you think might benefit from reading them.
- Delayed Gratification and Wealth
- What Women Need to Know About Retirement
- Protecting Those We Love
- Charitable Giving - Leaving a Legacy and Helping Others
- Investment Year-End Tax Planning
- How Can I Afford College?
- A Harvesting Plan for Retirement Assets
- Understanding Long Term Care Insurance
- Credit score: Why does it matter?
- Financial Words of Wisdom For Graduates
- Senior Fraud - Prevention and Action
- CARES Act - Financial Relief
- Coronavirus - Help with Financial Challenges - updated links
- The SECURE Act of 2019
- Turning 70.5? Don't forget Your RMDs!
- Protect Your Income
- What Women Need to Know About Retirement
- Inflation and your Retirement
- Who Will Get my Money when I die?
- How Much do you Know about Your Parent's Estate?
- Delayed Gratification and Wealth
- Growth Versus Saving for Retirement
- Inheriting an IRA? What You Need to Know
- You Can't Take it With you
- Making the Most of Your 401(k)
- Financial Words of Wisdom from the Bible
- Often Overlooked Retirement Questions
- Turning 65? Don't forget Medicare!
- What Do I Do - I'm 62???
- Financial Basics For Everyone
- 401(k) Rollover
- Added Cost Basis Responsibilities for the Taxpayer
Helpful Infographics
- Identity Theft Protection
- How to Afford College
- Credit/FICO Scoring Updates
- Georgia Student Scholarship Organization Tax Credit
- Power of Attorney (POA)
- The Rule of 72
- Social Security Misconceptions
- Buying a Home
- Senior Fraud Scam Tactics
* All information herein has been prepared solely for informational purposes. This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.