Videos
When To Take Social Security Benefits?
What you should consider when deciding when to collect Social Security. Today, let’s briefly discuss Social Security, a topic that I get questions about all the time. In fact,I recently hosted a webinar delving into the intricacies of Social Security, focusing on a common question: When is the optimal time to start receiving Social Security […]
Retirement Resilience: Tips For Avoiding Costly Mistakes
Here are three retirement financial mistakes that you should avoid. Retirement planning can be a daunting task, filled with complexities and uncertainties. To shed some light on this critical phase of life, we’ve invited Lauren Smith, another Financial Advisor here at Green Financial Group and a CERTIFIED FINANCIAL PLANNER® professional, to discuss common retirement mistakes […]
Unveiling the Heartbeat of Green Financial Group: Our Five Core Values
The five core values that guide our actions here at Green Financial Group. Here at Green Financial Group, we have five core values that are at the heart of our team’s ethos and guide everything we do. Today I’ll share the fundamental values that define us: We bring the energy. We are driven and demand […]
Investing in Cash: Understanding the Benefits and Drawbacks
Understanding the Benefits and Drawbacks of Cash Flow in Investment Recently, cash has become a hot topic among investors. With about $5.2 trillion currently held in money funds (according to the Investment Company Institute), which surpasses pre-pandemic levels, many individuals are considering cash as a larger portion of their financial strategy than usual. Today, […]
Get to Know Dylan: Your Trusted Relationship Manager at Green Financial Group
Learn more about Dylan, the newest addition to Green Financial Group. Today, we introduce you to Dylan, the newest team member at Green Financial Group. Dylan is a financial advisor and will be serving as our Relationship Manager, working closely with Jeff and Lauren. We sat down with Dylan to help you get to know […]
From Humble Beginnings to 15 Years of Excellence: Our Exciting Milestone
Thank you for supporting Green Financial Group in the past 15 years! We’ve hit a major milestone here at Green Financial Group: our 15th anniversary in business. Since 2008, we have had a long and meaningful journey. Today, I’m here to share this exciting news and a few things that I’m grateful for. We […]
The Truth Behind Our Confusing Economy: What’s Really Going On?
Sharing why many people are confused about the state of our economy. Why is this economy so confusing? The state of our economy seems to go against conventional wisdom so much so that even some professional experts are confused. So what’s going on, and what does the state of our economy mean for you? […]
3 Important Ways Planning for Women Is Different
Financial planning for women is unique in several ways. Today, I want to talk to you about financial planning for women. While financial planning for everyone is a unique situation based on personal circumstances, there a few things specific to women that we want to take into consideration when developing financial and retirement plans. […]
Navigating the Complex Market Environment Amidst the Impending Recession
The current market environment is complex and challenging to forecast. As we face uncertain times, the possibility of an impending recession is looming on the horizon. However, forecasting the market/economy during these times has become increasingly challenging. The unprecedented actions of the government have significantly distorted our economic activity, making it difficult to predict […]