Understanding Tax-Loss Harvesting: How Green Ridge Helps You Save on Taxes
Tax-Loss Harvesting: What is it & how do we use it at Green Ridge? Vanguard wrote a research brief in June of 2020 that attempted to quantify the value a […]
Read ArticleSeptember Commentary
Wow! A lot has changed in a month! At the beginning of August, the stock market (S&P 500) was in the middle of what would become a 10% drop, and […]
Read ArticleFour Retirement Plan Options for Business Owners
Being a successful business owner is an extraordinary accomplishment. As our CEO, Bobby Mascia, likes to say, business owners wear many different hats. At Green Ridge, we like to unburden […]
Read ArticleUnderstanding Your 401(k) Investment Options
Understanding the different categories of 401(k) plan investment options is extremely important and beneficial. Although these investment options might seem less significant compared to individual accounts or those managed by […]
Read ArticleMonthly Commentary: Looking Back at July
The market was clearly taken for a loop this Monday. For our take on that, please click HERE. Here's our take on July. We can’t believe it is already August! […]
Read ArticleJordan Kaufman (CIO) Speaks at NJ Investment Management Intersect Conference
Chief Investment Officer, Jordan Kaufman, CFA, CFP was invited to speak at the New Jersey Investment Management intersect Conference on Thursday, July 18th. Jordan covered the following topics: Asset Allocation: […]
Read ArticleGRWP Reacts to Tumultuous Market
Hi Green Ridge Family! If you saw today's news, you probably noticed a down market with a lot of red. What’s going on? Today's actions, combined with some selling that […]
Read ArticleOptimizing Asset Location for Tax Efficiency
When investing, it's common to think about diversifying within both your overall portfolio and each individual account. While this approach can work, we believe in going a step further and […]
Read ArticleMid-Year Commentary: Navigating the Market
Summer is upon us, and with that comes graduation parties, family vacations, and BBQs with friends. It also marks the year’s midpoint, which is a good time to look around and […]
Read ArticleMaximizing Retirement: The Benefits and Strategies of Roth Conversions
Roth conversions offer a valuable strategy to enhance the diversity of your retirement assets and potentially minimize tax obligations in your retirement years. While not universally applicable, this approach merits […]
Read ArticleGreen Ridge Wealth Planning Recognized Among the Nation’s “Best Workplaces for 2024” by Inc. Magazine
Distinction Awarded to Companies Demonstrating Excellence in Cultivating Exceptional Workplaces and Culture For Immediate Release June 18, 2024 (Montville, NJ) - Green Ridge Wealth Planning (GRWP), a leading financial planning […]
Read ArticleJune Commentary
After a tough April (down 4.2% on the S&P 500), markets had a huge recovery in May. The S&P 500 rose 4.8% in the month. As of the end of […]
Read ArticleFinancial Planning Can Be Overwhelming. Here Are 8 Steps to Get You Started.
Creating a financial plan can feel like an overwhelming task. There is paperwork to gather, future scenarios to consider and decisions to make. As a result, it sometimes gets placed […]
Read ArticleEstate Planning, Elder Law & Market Update Webinar: News You Can Use
If you missed our live webinar, you can catch the entire episode on YouTube. Click on the photo below to be directed. Listen as Constantina Koulosousas, Esq. shares critical information […]
Read ArticleRetirement Withdrawals: How to Plan so they last a Lifetime
How to know what to spend when. Retirement is a significant life transition that often evokes a mix of excitement and apprehension. As individuals approach this milestone, they are faced […]
Read ArticleCharitable Planning Ideas to Consider During Tax Season
With tax season in the rearview mirror some are sighing from relief, and some may be wondering what they could have done differently to lower their taxes. It is never […]
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