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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Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Tax Strategies to Help Maximize Returns and Minimize Burdens
Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
6 Financial Habits for a Secure and Successful Retirement
Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.