Your family, your business, your financial success...building your dreams together
Welcome and thank you for visiting the Timothy J. Greene Financial Services website.
Newsletters
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
-
Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
-
Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Car Affordability
How much can you afford to pay for a car?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.