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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Term insurance is the simplest form of life insurance. Here's how it works.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This checklist can give you a quick snapshot of how prepared you are.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Making the most of surprises is a great reason to work with us.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate