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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Ascertaining the value of your business is important for a variety of reasons.
An increasing number have been developed to help individuals with their personal finances.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, cracking the code on bonds.