Jeffrey A Green

Here’s a guide to help you navigate this critical component of financial planning. #family #estate

There will eventually come a time when you pass away but that doesn’t mean you should wait until then to start building a comprehensive estate plan.

Where these terms are originating from as more younger people are starting to invest their money into the stock market. #stockmarket

Having conversations about family wills can be tough. How do you start that conversation from one family to another? #finance

Spouses can oftentimes be surprised by the changing dynamic of their marriage in retirement. #retirement #couples #finance

What does it take to make the new year different? How do you hold yourself accountable for the changes you want to make?

The concerns that the people of America have been having regarding government spending throughout the pandemic. #finance

Your children will always look to you for advice and to learn those essential life skills that everyone should know before they’re on their own.

Insights about the college planning process and what you should keep in mind as you save money for your child’s education. #savings

We’ve gotten a taste of the post-COVID life. What are you planning to do, as the restrictions continue to lift? #finance #investing #investor

“Tax codes are written in pencil.” Taxes never go away but the rules and regulations around them are not set in stone. #taxes #finance

The items to take into consideration before deciding to pay off your mortgage before retirement. #realestate #retirement #mortgage

How will you step up when the time comes to fully support an aging relative? #caregiving #planning #finance #insurance

The many different types of apps they find useful and explain the functionality of each one of the apps. #technology #fintech

Change can be a good thing. However, the uncertainty of moving forward can spark fear and create stress. #retirement

Learn about an insurance experience that could bring a new layer of protection to your life! #insurance #investor #protection

An open conversation around their thoughts about the coming year based on the current economic, political, and social climate. #stocks

What will the arrival of a Biden White House mean for investors across America? #biden #investing #investors #finance

Are you prepared to take your next luxury trip? How might COVID-19 impact your travel plans? #covid19 #travel

One of the best tools you can use to achieve the retirement you want is a comprehensive retirement plan. #retirment #planning

Ways you can take advantage of retirement account tax strategies to end the year with your best foot forward. #IRA #taxes

Tips for navigating investing after the election and share how the markets tend to react under different presidential administrations.

With more and more of our personal information living online, how can you keep your essential information safe and secure? #security

Implications of the S&P 500 during the COVID-19 pandemic — what has happened so far and what investors could potentially see going forward

The stock market is starting to look good, but the U.S. economy is still in bad shape. Why is that?  #stockmarket #economy

Many essential industries have experienced cutbacks and closures due to COVID-19 including the hospitality industry. #invest

How the U.S. economy will be impacted by the peak, decline, and eventual end of the COVID-19 pandemic. #economy #financialadvisors