News & Commentary

When it comes to wealth planning, knowledge is power. This financial planning content is available to you free of charge, whether you’re a client of ours or not.

Green Ridge Wealth Planning Adds Chief Investment Officer, Jordan Kaufman, CFA, CFP

I am noted for saying the 2 most important components of a strong relationship are communication and transparency.  The heart of that statement is the relationship that I build with […]
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Give Yourself a Tax Advantage

If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the Tax Foundation found a single average wage earner in the […]
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5 Great Questions to Ask When Interviewing an Advisor


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Debunking Retirement Plans


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Diversification Myths


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Investing DIY Mistakes


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Pros and Cons of Mutual Funds


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Truth About Financial Advisors


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What to Know About Prepping for Retirement


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Do I Need A Financial Planner?


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Financial Planning with Green Ridge Wealth Planning

 
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Your Guide to Financial Planning for Divorced Women

No one can fully understand how you feel while going through a divorce, from the emotional turmoil to the fear of uncertainty—it’s a living nightmare. What is important to remember […]
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What Causes Financial Problems?

Nobody wants financial problems. Unfortunately, however, circumstances out of our control, such as job loss, are what cause financial problems. For many people, this is a serious concern that is […]
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Don't Fall Short on Your Goals


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3 Considerations for Choosing between a ROTH and Traditional IRA

When planning not to run out of money in retirement, there is a lot more to consider than the current year’s tax deduction, which is the most common method for […]
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Elections and The Market

Historically, how does a presidential election fare on the markets?  We have all been told that buy and hold is the long term strategy.  Through different Presidential Elections, the US […]
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