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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The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Glossary of Scam Terms
A helpful glossary of current scams.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Roadmap to Retirement: Tax & Investment Strategies
The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Rightsizing for Retirement
What does your home really cost?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.