Welcome to Greene Wealth Management
If you can’t imagine driving to an unknown destination without a roadmap, then why drive towards your retirement without a comprehensive wealth plan? Our Wealth Plan team will help guide you from where you are toward where you want to be. We utilize a comprehensive program that tracks your finances all the way to retirement.
Our planning process helps each client gain valuable insight into the goals that build their life story—helping them understand actions necessary for completion of each chapter. We believe our mission is to help our clients discover the pathways that will properly align their valuable resources with their established goals.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Understanding the economy's cycles can help put current business conditions in better perspective.
Four vacation destinations you might never have thought of.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Taking your Social Security benefits at the right time may help maximize your benefit.
Women must be ready to spend, on average, more years in retirement than men.
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
It's easy to let investments accumulate like old receipts in a junk drawer.