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
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.