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What You Need to Know About Annuities
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Over the past few months, GreenLife has acquired several new clients from commission brokers. As a fee-only financial planner this…Is a Deferred Compensation Plan Right for You? Seven Key Points to Consider
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Certain companies offer deferred compensation plans in which a portion of an employee's income is set aside and paid later,…Estate Planning in the Digital Age: Preventing a Nightmare for Your Loved Ones
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We have become increasingly reliant on digital technologies and the internet in our modern lives. We now have numerous digital…Nine Proven Ways to Boost Your Credit Score
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Dealing with your credit score is necessary to participate in our financial system in the U.S. It determines how much…Dollar$ & $ense v. 8
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NEWSLETTERv.8, May 1, 2024What I'm Working On How We Approach Investing for Our Clients: Core Investment PrinciplesAs financial advisors, our…Dollar$ & $ense v.7
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View in browserNEWSLETTERv.7, April 15 , 2024What I'm Working OnThe Hidden Dangers of Neglecting Your Estate PlanIn most cases, GreenLife’s…How We Approach Investing For Our Clients
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As financial advisors, our core mission is to create investment portfolios that maximize expected returns for each client's risk tolerance…Lock in Bond Yields with a Ladder Strategy
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As the economy stabilizes and the Federal Reserve contemplates interest rate reductions, bonds have become an increasingly attractive investment option.…Avoid This Mistake With The IRS
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Estimating your paycheck withholdings accurately is crucial. Underpaying can result in penalties and owing taxes at filing time. The law…Get Organized: My Ultimate Tax Preparation Checklist
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Get Organized: My Ultimate Tax Preparation Checklist It's that time of year again - tax season! As a busy person,…Tax Planning Power
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The Power of Incorporating Taxes into a Financial Plan I use tax planning software to incorporate a client's tax profile…Dollar$ & $ense v.2
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Financial Planning Services- Build a Financial Plan With Us
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Build a Brighter Future with GreenLife Advisors' Financial Planning Services Financial planning services are essential to a safe and satisfying…Is it worth paying for a Certified Financial Planner in New York?
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The bright lights and endless possibilities of New York City come with a price tag. The cost of living is…Avoid the Mistake Of Only Pre-Tax IRA
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Don’t Do This In Your 20’s! Build Your Credit
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Have You Saved Enough ICE?
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