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Tag Archives: Michael Green

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  2. Entries tagged with "Michael Green"

Benefit from your Roth IRA

Ten Smart Ways To Use Your Roth IRA

Articles, Financial PlanningBy Michael GreenDecember 3, 2019

Among the resources available to enable investors to achieve both their pre-retirement and retirement goals, the Roth IRA is a particularly valuable “arrow in your quiver.” As a savings vehicle, a Roth IRA is available to anyone, regardless of age, who has earned income up to certain annual limits (a phaseout range of $122,000 –…

12 Money-Smart Gifts To Give During Retirement

Articles, Financial PlanningBy Michael GreenApril 4, 2019

So you’ve made it to retirement, and realize you have done it with room to spare. A surplus of assets, more than enough to cover your desired lifestyle for many years to come, puts you in a position to have a meaningful impact on the lives of those you love, and on the causes you…

How To Build Wealth While Digging Out From Student Loan Debt

Articles, Financial PlanningBy Michael GreenOctober 26, 2018

For many professionals, especially recent graduates, student loan debt is not only an expense item on their budget, it is also a major component of their financial trajectory and often a great source of anxiety. Indeed, the data show that in 2018, Americans are more burdened with student loan debt than ever before. In addition…

Five Ways To Manage Taxes Through Financial Planning

Articles, Financial PlanningBy Michael GreenSeptember 30, 2017

As financial advisors, we recognize that the outcomes on an income tax return are the culmination of many occurrences and decisions. Tax efficiency is a vital part of a financial plan at every stage, and so we approach tax planning as both a year-round and lifelong process. With that in mind, here are five areas…

College Financial Aid

College Financial Aid Just Got Easier

Articles, Financial PlanningBy Michael GreenOctober 18, 2016

In late 2015, new rules were established for the college financial aid application process. With these rules becoming effective this month, we should assess the impact they will have, particularly for families seeking to fund their children’s education.

5 Things You Need to Know About the New FAFSA Rules

Articles, Financial PlanningBy Michael GreenSeptember 28, 2015

With the arrival of autumn, students are back at school and either preparing for college or already navigating it. While they further their academic careers, their parents wrestle with the current or future cost of higher education and the complexities of the financial aid system.

How to Pay for College: Three Strategies

Articles, Financial PlanningBy Michael GreenFebruary 3, 2015

At this time of year, many families with college bound children are busy navigating the financial aid application process. A college education, long viewed as a pathway to the American Dream, remains a desirable goal for many, with some studies indicating as much as a 75% increase in earning power over the course of a…

A Financial Check-Up for the Silent Generation

Articles, Financial Planning, Wealth ManagementBy Michael GreenApril 19, 2013

As a member of the Silent Generation (born between 1922 and 1943), you have paid your dues. You probably raised a family and have left the workforce – you deserve an enjoyable retirement. That can be achieved, but the pace and complexity of today’s world means you’ll need to give yourself a periodic financial checkup.

Financial Planning for Generation Y

Articles, Financial Planning, Wealth ManagementBy Michael GreenJanuary 24, 2013

As a member of “Generation Y,” you are a young adult in your late teens, 20s, and early 30s, born between 1980 and 1994. Also called “Millennials” or “Echo Boomers,” you grew up amidst booms in the stock and real estate markets, only to see each of those “bubbles” burst. More educated than any prior…

Planning for the Fiscal Cliff: Advice from the Wealth Managers

Articles, Financial Planning, Wealth ManagementBy Pinnacle Advisory GroupNovember 20, 2012

The 2012 election is over, and Americans find themselves in an unsure financial environment. The country is heading toward a “fiscal cliff” — a series of significant tax increases and automatic spending cuts that will be triggered at the end of the year. Congress and the President are negotiating a compromise solution to prevent that,…

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