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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
To choose a plan, it’s important to ask yourself four key questions.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women must be ready to spend, on average, more years in retirement than men.