The Day My World Changed: A Story of Misdiagnosis and Hope
In this heartfelt podcast conversation Karen Beda, a member of our GreenUp community, discusses her daunting medical diagnosis and how she and her husband Mike’s approach to financial planning, medical research, and building a strong support network brought them clarity and reassurance. Karen shares her perspectives on embracing life’s moments, cherishing relationships, and seizing opportunities, offering hope and inspiration to listeners facing personal challenges.
Tax Tips for 2024
The 2024 tax filing deadline is approaching faster than you may think! Try not to let the burden of taxes dampen your spirits; we’ve got your back! While taxes may be inevitable, the associated stress and hassle don’t have to be for you. In this blog post we’ll help equip you with valuable tips to breeze through this tax season.
New RMD Rules From Secure Act 2.0
The SECURE Act created the most significant changes to retirement plans since 2006. This included raising the required minimum distribution age for retirement accounts. How does the SECURE Act affect your retirement income and tax planning?
Make Lemonade: Offsetting Gains with Losses
Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their tax bill.
What’s So Special About Tax Planning?
GreenUp Wealth Management explains the value of tax planning, including retirement income, investment decisions, charitable giving, estate planning, and long-term wealth strategy.
The United States Debt Ceiling
GreenUp Wealth Management explains the U.S. debt ceiling, how it affects government borrowing, market volatility, investor confidence, and financial planning.
What is a Bond and How Does It Work
Learn how bonds work, including interest payments, maturity dates, credit quality, price changes, and the role bonds can play in a portfolio.
Your 2022 Tax Preparation Checklist
Prepare for tax season with a 2022 tax checklist covering key documents, deductions, credits, retirement contributions, and filing considerations.