At age 17, I graduated high school and married my high school sweetheart. At the time, I never imagined my 29-year-old self as a divorced mother of two boys, partner in multiple businesses with my former husband and in need of a job outside of the businesses I owned. It was a very hard season […]
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.
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With everything going on in your life, why do you make time for your annual physical? Maybe your insurance covers it. Maybe you want to ensure you are in good physical shape and catch any potential problems early. I believe the same can be said for your financial health. To ensure you are in good […]
At the start of a new year, people often make resolutions about things they want to change going forward. Finance is one area in which resolutions are made — and often fail. It’s good to make a resolution to make positive financial changes, but without a sound plan, we set ourselves up for failure. Here […]
Indexed universal life insurance
Most people have heard of term and whole life insurance but are unfamiliar with indexed universal life insurance (IUL). Here are some key points about an IUL and why I often recommend them to my clients. Like whole life, an IUL is a type of permanent life insurance. Unlike whole life, policy expenses are fully […]
Since I covered the basics of tax-free retirement accounts in this space, I have received several requests for additional information about TFRAs. I will answer a few of those questions here. The first thing to know about TFRAs is that they use indexed universal life insurance (IUL) as the funding chassis. With the update of […]
What’s your retirement plan?
Life changes quickly, doesn’t it? One day, you’re young and strong with your whole life ahead of you, and the next thing you know, you’re taking advantage of the senior citizen discount. How did time move so fast? We all have regrets, things we wish we would go back and change, but life doesn’t have […]
Life changes quickly, so have a plan
My mother lived with me for the last five years of her life. We closed in our garage and created an accessible, comfortable living space for her. I worked, and her health needs necessitated 24-hour care. She carried no debt on her home; she had money set aside for retirement, and she owned a long-term […]
Got life insurance?
In this space, I previously have listed the reasons I believe everyone needs life insurance. This time, I want to remain on the life insurance theme and talk to those of you who already have life insurance, of any kind, about why you should review and update your policy and coverage. Many people who tell […]
Why everyone needs life insurance
I often find the misconception among unmarried people and those without children that they do not need life insurance. That could not be further from the truth. With the policies available these days, life insurance is about much more than simply providing a death benefit for those you leave behind. Here are some of the […]
Why you should consider a TFRA
When I give financial advice, I like to present information and ask questions that make people think outside the box. With this in mind, and because you probably aren’t familiar with tax-free retirement accounts (TFRAs), I’ll explain them here. A TFRA is a retirement savings plan that works similarly to a Roth IRA. You pay […]