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
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
-
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.
-
Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
-
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Car Affordability
How much can you afford to pay for a car?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.