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Understanding the Important Role Social Security Plays in Your Retirement Security

Many people I speak with tell me they intend to file for their Social Security benefits as soon as they can when they turn 62. Right or wrong?

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Is Social Security Going Broke?

I have had several folks ask me that question recently. This morning I got a worried email from a client who saw an article that said the Social Security Trust Fund will be “insolvent” in 2034.

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What Makes Mortgage Debt Different?

Using debt to finance your lifestyle like vacations, dining out and buying clothes can create a drag on your wealth that might prevent you from ever being able to have a secure and comfortable retirement.

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What Are My Best Mortgage Options?

How you pay off your mortgage can make hundreds of thousands of dollars difference over your lifetime. Here’s how and why.

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Podcast: Are You Ready for the Coming Tax Changes?

Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.

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Here Are Some of The Coming Tax Changes

Here are some specific tax changes being evaluated and current opportunities that you might want to take advantage right now.

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Do You Have a Tax Plan?

Most folks look to diversify their investments to achieve growth and capital preservation. You should also consider how important tax diversification is to having lonag term financial security.

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Podcast: COVID-19 and the Financial Markets

What you need to know about the Cornoa Virus and how it’s effecting the financial markets.

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Best of Investing KDOW 1220AM | December 7, 2019

Live from Business Radio KDOW 1220AM in San Francisco. in San Francisco, Roger joins The Best of Investing radio show. This program was taped on December 7, 2019.

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Live from 860AM The Answer San Francisco

Roger GainerRoger holds the coveted and well-earned designations of Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RIPC®) from the American College. He is also a licensed insurance agent for life and health insurance and a Certified Paralegal for Estate Planning.