Your Green with Roger S Green Gwinnett Magazine

In this episode we talk through the basics that everyone needs to know when it comes to your financial fitness. Let's talk with Roger about YOUR GREEN!

Roger Green is an Investment Adviser Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Roger Green is located at 3700 CRESTWOOD PKWY STE 140, DULUTH, GA 30096. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market. These examples are hypothetical only, and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield, and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested. Dollar cost averaging will not guarantee a profit or protect you from loss, but may reduce your average cost per share in a fluctuating market. Best of Gwinnett winners are chosen via voting and editors’ input, & opinions are vetted with the use of other available information. Awards and inclusion in lists cannot be considered a guarantee of future performance or success.

You've heard the sayings. They're hard to understand. They're one of the few certainties in life. If you don't know how to make the most out of them, taxes can be daunting, but you've got the right to pay the lowest amount within the law. Why leave a coupon uncashed?
Tax planning can be a crucial component of long term financial security. It's more than just getting a tax refund, there's a multitude of ways to plan and prep to make it worthwhile in the long run.
There's not a whole lot you can do looking backwards, waiting for returns and stretching them as far as they'll go. What you need to start doing is looking ahead and lowering your taxes in advance, especially if retirement is on your horizon.
There's a method to the numerical madness. Learn how to make the best choice and develop the best strategy for you and your taxes.
Listen here as we talk with Roger about YOUR GREEN, and subscribe so you never miss an episode!