Making Sense of Today’s Financial Environment and Planning for the Future
Welcome and thank you for your interest in Greenlight Investors. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.
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Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Estate Planning as a Family Unit
In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Rule of 72
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.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.