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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Saving for College 101
Here’s a crash course on saving for college.