Maximize Your Retirement: Strategic Social Security Tax Planning
Multiple income sources in retirement can mean unexpected tax bills. What if you could minimize taxes and maximize your financial future? Watch our latest Planning Playbook video to discover the importance of Strategic Social Security Tax Planning.
How Does the Market Perform During Election Years?
The S&P 500 has historically done well during election years despite concerns about market volatility. Watch our latest Market Minute as GreenUp’s Chief Investment Officer Daniel Greulich, CFA®, CFP® emphasizes the importance of long-term fundamentals over short-term uncertainties.
What It Takes to Reach the Summit
Our special guest is Joel Schauer, a member of our GreenUp community and one of only 47 people in the world to achieve the Explorers Grand Slam by climbing the highest mountain peaks of all seven continents. Joel shares how he went from a philanthropist starting orphanages and schools in Uganda to reaching the summit of Mount Everest at the age of 55. Hear his extraordinary story and gain inspiration to achieve the big goals in your life.
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.
What a Will Can and Can’t Do
Without an updated will, your loved ones could face legal battles, property delays, and even family feuds. Discover how this simple document can bring peace of mind, save money, and avoid drama after you’re gone, and educate yourself about other estate planning tools that may be necessary to provide more comprehensive protection for your legacy.
2023 Q4 Quarterly Market Update Webinar
2023 was a bumpy journey culminating with us reaching an interest rate summit. Watch our fourth quarter market update webinar as Tony Schmitt, President and CEO of GreenUp Wealth Management, interviews Daniel Greulich, GreenUp’s Chief Investment Officer, about the path that got us here, where we are in the market cycle, and reasons for optimism as we descend down the economic mountain in 2024.
Navigating the Market Summit: Reflecting on Our Journey and Anticipating the Future
GreenUp Wealth Management reviews the 2024 market outlook, including Fed rate cuts, inflation, consumer health, corporate earnings, employment, and portfolio updates.
Why You Should Avoid Probate
While probate is an important part of the legal system, there are several reasons why it can be undesirable or problematic. Watch this video to learn why probate can be bad for beneficiaries and an estate.
Will a Roth IRA Conversion Reduce Your Taxes?
What is a Roth IRA Conversion, and should you consider it? Three tax benefits of a Roth Conversion are reducing future income taxes, leaving retirement savings to heirs tax-free, and reducing the percentage of your Social Security benefits that are taxed. Watch the video to learn more about what a Roth IRA Conversion is and how it may save you money.
2023 Q3 Quarterly Market Update Webinar
Will we see a recession in the United States? How will stocks and bonds perform in the current inflationary environment? Watch the 2023 Q3 webinar with GreenUp’s Chief Investment Officer Daniel Greulich and GreenUp’s CEO Tony Schmitt as they discuss economic growth, corporate earnings, consumer spending, and employment, and what they mean for the economy.