Welcome to Green Valley Financial
"Our belief is that the greatest objectives in life are usually obtained by simple means and the exercise of ordinary qualities. These may for the most part be summed up in these two: common sense and perseverance." - Owen Feltham
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The uncertainties we face in retirement can erode our sense of confidence.
One way to find money is to examine your current spending habits and eliminate money wasters.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How does your ideal retirement differ from reality, and what can we do to better align the two?
When should you take your Social Security benefit?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Around the country, attitudes about retirement are shifting.
What does your home really cost?