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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Learn about the average American budget in this fun and interactive piece.
The tax rules that govern donating art are complex and confusing. Take a closer look.
It's important to make sure your retirement strategy anticipates health-care expenses.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here are six flags that may make your tax return prime for an IRS audit.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
For women, retirement strategy is a long race. It’s helpful to know the route.
There’s an alarming difference between perception and reality for current and future retirees.