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
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.