PARENTS, WHEN YOU PLAN FOR COLLEGE, RETHINK HOW YOU PAY FOR IT
Conventional wisdom tells us that we should plan for college for our children when they are born. I like to evaluate each situation individually.
5 Reasons why you should consider a tax-free retirement account
As a financial professional, I like to present information and ask questions that cause people to think outside the box. With this in mind, and because you may not know what a tax-free retirement account (TFRA) is, let’s delve into this topic. A TFRA is a retirement...
EMBRACE CHANGE FOR FINANCIAL WELLNESS
What is your standard response to change? Do you resist or embrace life’s transitions? Do you view change as positive, negative, or simply inevitable? I suggest that change is an essential part of life.
A money-savvy guide to joyful giving
What do you think of when you reflect on holidays gone by? Do you have sweet memories of time spent with friends and family, or unpleasant recollections of frantic gift-buying, stress, and debt?
Navigating the complexities of caregiving
Many of you may find yourself in the same situation I have been in for 15 years, working through how to care for your aging parents or other relatives in a way that honors them, gives them as much independence as possible while keeping them safe, doesn’t harm your mental or physical health and doesn’t bankrupt everyone.
You don’t have to be a Financial Statistic
Statistics are interesting numbers. Some people love them, and others think they are a way to twist things to a particular advantage.
Gaining more than they give
“We continue to participate in the event because we gain more than we give.”
De-influence your finances
Beware of taking advice from social media influencers who are often paid for catchy videos advertising a product or service they don’t even use.
Do you have financial wisdom? Here’s how to find out, and why it matters
How much has your financial literacy or lack thereof cost you in the past year?
The Pros and Cons of Secure Act 2.0
Some rules are changing around retirement accounts.
Kathy P. Rogers
Life Planner
Business Coach
“The process of planning for the unexpected begins with a conversation. I want to get to know you – your dreams, your goals, your passions. I want to know what makes you who you are. My goal is to listen, then help you design a plan that aligns with all these things as well as your budget.”
Marston Rogers Group
Kathy Rogers is owner and VP of Marston Rogers Group, a financial services and life insurance business. As a Life Planner, her passion is to help individuals and businesses review where they are, then help them design and implement life and retirement plans as well as business exit strategies. Through proper planning and execution, the financial anxiety surrounding life goals and retirement can be greatly reduced.
