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
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.