Broker Check
Coaches When Special Care Is Needed: The Special Needs Trust Extended Care: A Patchwork of Possibilities Surprises

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 

Helpful Content

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

View all articles arrow

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

View all calculators arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

View all videos arrow