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
-
New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.