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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Tips to avoid checking in luggage on your next vacation.
Six overlooked tax deductions to help manage your tax bill.
There are things about Social Security that might surprise you.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a quick guide to checking to see if you have unclaimed money.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.