Family Planning

CPI, CPE, and PPI: What do these 3 indices track, and what are they used for?

Green Ridge Wealth Planning offers individuals, families, and businesses personalized, strategic financial planning and investment management services....

Financial Buckets to Consider Before Paying Off Your Mortgage

Green Ridge Wealth Planning offers individuals, families, and businesses personalized, strategic financial planning and investment management services....

Funding Your Child’s Future: Comparing 529 Plans and UTMAs

As you start a new chapter in life by becoming a parent, you quickly realize that this role brings with it a lot of responsibility. For some, that responsibility includes helping our children...

Lifestyle Creep: 3 Ways to Balance Spending and Fun

“Drinks on Me!” We are mere humans, so when we get a big raise, bonus, or are feeling flush with cash, we want to spend! Some of that desire is to reward ourselves. Some of it...

With Heckerling in the Rear-View Mirror, Our Thoughts

First off, what the heck is Heckerling? The Heckerling Institute is the premier estate planning conference for all members of estate planning teams, including attorneys, advisors, CPAs,...

Secure Act 2.0 – What you need to know.

As we go into the end of the year, it is important to know what changes lie ahead so that your plan is up to date and the appropriate adjustments can be made. Below you can click on the provision...