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.
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 […]
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. Without change, people and things become stagnant, not growing and lacking vitality. This doesn’t sound like a place I would like […]
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? I can’t eliminate the pressure brought on by relatives or economic issues, but I can provide a few tips to help […]
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 […]
