Ling Green, Financial Education Campaigner

Ling Green, Financial Education Campaigner Financial Educator
Family financial planning I moved to US 20 years ago, leaving behind my established career to start anew in a foreign land.

I faced a daunting transition as my pass credentials seemed distant and irrelevant. However, I knew progress requires action. So, I embarked on a journey into the corporate world, rebuilding my career from scratch and pursuing the American dream. It was a steep learning curve—navigating the complexities of US financial system, taxes, retirement plans, and insurance, etc, you name it, but through p

erseverance, I found my way. Now, as a licensed financial professional, I am determined to assist families like mine - immigrant and middle class families. Having walked a similar path, I understand your struggles intimately. Your journey, however, can be shorter and smoother. As your financial GPS, I am here to guide you through the complexities of intricate financial landscape and take to your financial dream destination.

Estate Planning Isn’t Just for the Wealthy—It’s for Every Family.Did you know?• 🎓 Child turns 18? You can’t automaticall...
08/03/2026

Estate Planning Isn’t Just for the Wealthy—It’s for Every Family.

Did you know?

• 🎓 Child turns 18? You can’t automatically make medical or financial decisions. A POA and Health Care Directive help in emergencies.

• 👨‍👩‍👧‍👦 Young kids? An estate plan lets you choose who cares for them if something happens.

• 💍 Own a home or savings? Planning helps your family avoid delays, costs, and stress.

Estate planning is about protecting your loved ones and ensuring your wishes are followed.

🎁 Join our FREE Estate Planning Webinar to learn the key documents every family needs and common mistakes to avoid.

PM me for meeting link.

Wishing you happiness and prosperity! May the resilience of the horse bring you strength and perseverance throughout 202...
02/17/2026

Wishing you happiness and prosperity! May the resilience of the horse bring you strength and perseverance throughout 2026.

12/04/2025
11/25/2025
11/20/2025

IRS retirement plan contribution limits are getting a boost in 2026, which means you have the opportunity to save even more for your future.

See a full breakdown of the 2026 IRS contribution limits at transamerica.com/irs

A close friend’s family paid $8,500/month when her mother-in-law needed nursing home care. Her savings disappeared in mo...
11/19/2025

A close friend’s family paid $8,500/month when her mother-in-law needed nursing home care. Her savings disappeared in months.
💡 This is why planning ahead matters.
Know you options, please join me for this informative long-term care webinar, message me to get the link. :)

It’s Long-Term Care Month!Small decisions today can save your family big stress in the future.👉 Want to learn how? Let’s...
11/14/2025

It’s Long-Term Care Month!
Small decisions today can save your family big stress in the future.
👉 Want to learn how? Let’s chat.

📢 June is Annuity Awareness Month!An annuity is the only financial vehicle that can offer you all four of these powerful...
06/06/2025

📢 June is Annuity Awareness Month!

An annuity is the only financial vehicle that can offer you all four of these powerful benefits:

✅ Growth – your money can grow over time
✅ Tax-deferred – no taxes until you withdraw
✅ Safety – protection from market risk (depending on the type)
✅ Lifetime income – a paycheck you can’t outlive

Whether you're near retirement or just starting to plan, understanding how annuities work could be a game-changer.


👉 Curious if an annuity fits into your retirement strategy?
Send me a DM—let’s explore your options.

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Cincinnati, OH

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