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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding the value of a home warranty.
Simple steps may help you foil hackers and protect your privacy.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
With alternative investments, it’s critical to sort through the complexity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that vacation home, you invested the money?