The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how your financial situation has evolved can help ensure you are still on track to reach your goals.
How to Plan for the IRS & SSA Policy Changes
Rising costs and high inflation are changing how much we pay for things. Federal organizations such as the Internal Revenue Service and the Social Security Administration are updating their policies to combat the squeeze on American wallets.
What is Tax-Loss Harvesting?
The leaves are changing colors and the evenings are cooling off as we approach the end of the year. These last few months bring a unique opportunity for investors to decrease their tax burden by harvesting losses in investment accounts. How does this process work? Can you benefit?
Who are Financial Advisors?
Types of Financial Advisors In this current series we have been sharing the traditional and modern...
A Client’s View of the Financial Planning Process
Any one of our advisors could walk you through the steps involved in developing, implementing,...
A Personal Trainer for your Finances
Setting Your Goals & Meeting Them Webster defines the term Goal as “the end toward which...
A Tale of Two Advisors
Two of the most common terms you hear are Private Wealth Manager and Financial Planner. Both are...
The Evolution of Wealth Management
The Evolution of Wealth Management The Traditional Approach: What do you think when you hear the...
5 Key Components to an Estate Plan
Often times when discussing estate planning with clients, the initial response we get is “I’m not...
Why Estate Planning is Critical to the Successful Transfer of Wealth
Transferring Wealth through Estate Planning Generational Wealth transfer is the process of passing...
When & How: Maximizing Social Security
The timing of Social Security benefits is one of the most frequent questions we get from...
Setting Long Term Goals
In this third video in our series of commonly asked questions we receive, William M. Coxe Jr.,...
Reaching Your Summit
In this second in our series of commonly asked questions we receive, Brian L. Disher, CERTIFIED...
Goal Setting
Understanding and applying the principles of effective goal setting has never been more important...
Financial & Wealth Planning
What is Financial Planning? When should you approach Wealth Planning? How can Greenwood...
2021 Financial To-Do List
In an effort to do our part to make 2021 better than 2020, the Greenwood Capital Wealth Team has...
Charitable Giving: Community
Impact & Tax Savings
“Charitable giving" is a broad term that covers many things, such as volunteering your time,...
6 Tips for Year-End
Financial Planning
It seemed summer would never end, yet here we are close to ringing in another new year! Soon our...
3 Steps to Effective
Vacation Planning
As we enter the summer months, our thoughts often gravitate toward vacation plans. After months of...