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Green Financial: 20 Years Young
By Roger Green
 DULUTH – I just celebrated my 20 year anniversary of helping people with their money, and my 40th birthday, with a dinner planned by my wife and my staff. We were also celebrating my being named to the Barron’s Top 100 Independent Advisers list. Over 500 people attended the dinner and all enjoyed Vince Dooley as our keynote speaker. Life is good and God’s blessings have been many! More...
Five Qustions to ask yourself before retirement
By Mike Allee
Whenever you see people enjoying a comfortable retirement - traveling, volunteering, pursuing hobbies, taking up a new career - you can be pretty sure it all didn't happen by accident. In fact, success at retirement is similar to success in just about any endeavor - you have to plan for it. More...
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Time for Financial Spring Cleaning?
 By Deric Governale
You may or may not engage in many of the typical activities of “spring cleaning” - de-cluttering the attic, reorganizing your closets, touching up the paint, etc. - but you can almost certainly benefit from “sprucing up” your financial situation. As you survey your financial landscape, what areas might you want to tidy up? Here are a few suggestions: Clear your portfolio of “redundant” investments. More...
Building a Corporate Image
 Do you remember the Canon Camera advertising campaign where Andre Agassi said “Image is everything!”? Have you ever seriously considered your business image and what is says to your customers and other business associates? An image is the sum total of all information and experiences that a customer or prospect has with you. More...
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