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
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.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
It sounds simple, but paying yourself first can really pay off.
Use this handy calendar to remember the year’s most important financial dates.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A change in your mindset during retirement may drive changes to your portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Preparing for the unexpected can make all the difference if your family relies on your income.