The truth about annuities

The truth about annuities

One of the few things people know about Social Security is that contribution is mandatory, and when they get old enough to retire, they will receive a certain amount of money per month as long as they live. An annuity has some similarities; when properly designed, it can provide guaranteed income in retirement and help reduce the risk of running out of money.

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Busting home mortgage myths

Busting home mortgage myths

I’ve already explained the differences between wise and unwise debt. Now, I want to talk more about debt — specifically home mortgages. Let’s discuss two beliefs about a home mortgage that could be detrimental to your financial health.

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Budgeting Basics

Budgeting Basics

Budget: a word that causes stress and anxiety for some while helping others bring order to their lives. Do you wish you had something to help you get your finances in order but believe creating a budget would be impossible?

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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.

FREE Child Asset Builder

What if you could use the magic of compound interest for decades (i.e., a child policy), yet never pay taxes above basis because you take distributions as a loan?

It is not deemed as income, is not subject to required minimum distributions, and will not affect taxation on social security if in a life insurance policy. Death benefits are tax-free as well.

As a parent or grandparent, you can leave a legacy by using the magic of compound interest.