Kathy Rogers is the vice president of Marston Rogers Group, a life planner and financial consultant. Reach her at (228) 206-5902 or Kathy@mrg.life.
As a parent and grandparent, I strive to be a positive influence in my children and grandchildren’s lives. The financial example I set, good or bad, impacts them. I am humbled and gratified when my adult children or grandchildren approach me to ask for my opinion, wisdom, help or advice. What impact is your example […]
Over time, small money mistakes tend to compound and turn into big money problems. Here are five bad financial habits that, when added together, can cause financial hardship. 1. NOT SPENDING WISELY This could vary from something as simple as spending too much on non-essentials to simply being unaware of how you spend. Help yourself […]
When it comes to financial planning, everyone knows what April is all about: taxes, taxes — and more taxes. I don’t usually receive a refund, as I try to calculate my taxes so that I owe a small amount every year. Still, writing a check with my tax return is not my favorite annual expenditure. What […]
Do you realize that when your life is over, you will have left behind a financial legacy? In fact, good or bad, it’s being created right now. Perhaps you would argue that only the rich leave a financial legacy. If so, I would contend that you have an incorrect understanding of what a financial legacy […]
Do you make financial resolutions at the start of a new year? Whether you do or don’t, here are some things you should consider for 2025. Taking the time to focus and review before you make any resolutions can make it easier for you to keep your promises to yourself. Make a list of the […]
At this time of year, people are making lots of plans. Some prepare for quiet celebrations at home with family and friends, away from crowds, and others plan for festive nights out on the town. How do you anticipate spending the holidays? Amid all this revelry, will you take the time to review your financial […]
It’s no secret that 24-7 care for yourself or a loved one is expensive. In Mississippi, the average cost of a nursing home is $8,517 a month for a semi-private room and $8,760 for a private room. How does the average person cover this cost? Here are some options: Medicare: If you have Medicare Part […]
Are you ready for your retirement years? We often push off retirement preparation because we assume we have time. Unfortunately, time becomes our enemy when we postpone financial planning. For some, life is like a spontaneous vacation, never planning, always moving from one place, job or relationship to the next. We all know people who […]
Conventional wisdom tells us that we should start saving for our children’s college education when they are born. It also gives us the generally accepted ways to do so: 529 savings plans, mutual funds, custodial accounts under a UGMA (Uniform Gifts to Minors Act) or UTMA (Uniform Transfers to Minors Act), U.S. savings bonds, Cordell […]
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 savings plan that works similarly to a ROTH […]
