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
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Surprises
Making the most of surprises is a great reason to work with us.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.