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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Life insurance proceeds are generally tax-free. But not in all cases.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you found yourself suddenly single? Here are 3 steps to take right now.