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2260 E. Saginaw St. - East Lansing MI 48823

Team GREENEWEALTH Capitol- Lansin g MFG

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.

Helpful Content

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Rightsizing for Retirement

What does your home really cost?

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