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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Simple steps may help you foil hackers and protect your privacy.
A change in your mindset during retirement may drive changes to your portfolio.
The tax rules that govern donating art are complex and confusing. Take a closer look.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here’s a guide to explain all the parts of Medicare.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.