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
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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College Savings
See how much you may need to save now to cover future college costs for your child.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?