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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Gaining a better understanding of municipal bonds makes more sense than ever.
Taking regular, periodic withdrawals during retirement can be quite problematic.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A collection of tips from professional travelers.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When you retire, how will you treat your next chapter?
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Around the country, attitudes about retirement are shifting.