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
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.