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.
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.
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?
Types of Financial Advisors In this current series we have been sharing the traditional and modern...
Any one of our advisors could walk you through the steps involved in developing, implementing,...
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Two of the most common terms you hear are Private Wealth Manager and Financial Planner. Both are...
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Often times when discussing estate planning with clients, the initial response we get is “I’m not...
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The timing of Social Security benefits is one of the most frequent questions we get from...
In this third video in our series of commonly asked questions we receive, William M. Coxe Jr.,...
In this second in our series of commonly asked questions we receive, Brian L. Disher, CERTIFIED...
Understanding and applying the principles of effective goal setting has never been more important...
What is Financial Planning? When should you approach Wealth Planning? How can Greenwood...
In an effort to do our part to make 2021 better than 2020, the Greenwood Capital Wealth Team has...
“Charitable giving" is a broad term that covers many things, such as volunteering your time,...
It seemed summer would never end, yet here we are close to ringing in another new year! Soon our...
As we enter the summer months, our thoughts often gravitate toward vacation plans. After months of...