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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What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Rollover Unused 529 Funds to a Roth IRA
The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Preserve, Grow, and Give: Year-End Wealth Planning
Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.