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
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.