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Quarterly Market Update Q4 2022 Webinar Replay

2022 was a challenging year for investors, even though market fundamentals remained strong. GreenUp’s Chief Investment Officer Daniel Greulich discusses the “rolling recession,” inflation, recent FED policy on interest rate hikes and when they might stop, as well as what to look for as we move forward into 2023 that could signal a new period of economic growth.

Focusing on Your Financial Wellness

Financial wellness is an important but often overlooked component of personal success. Many people believe that wealth and financial freedom are impossible to attain, but it doesn’t have to be this way.

Six Financial Resolutions for the New Year

As 2023 approaches, we are reminded that a new year represents a new beginning, bringing new possibilities and opportunities. People worldwide take inspiration from this and make New Year’s resolutions to improve their lives in many areas, including physical health, emotional well-being, finances, quality of life, and spending more time with family and friends. On this podcast, we talk about the psychology behind successfully implementing New Year’s resolutions. We then specifically focus on finances and provide six financial resolutions for 2023 to help you achieve your financial goals.

Financial Strategies to Consider Before Year End

As 2022 comes to a close, here are some things to think about before year-end. The end of a calendar year is a good time to meet with your wealth advisor to review your overall financial plan, discuss any changes to your individual circumstances, and implement any available tax strategies. If you don’t have a wealth advisor, now is a great time to begin a conversation so that you can begin 2023 with the confidence that comes with a solid financial plan designed to help you reach your goals.

How the 2023 Social Security Cost-of-Living Increase Could Impact Your Tax Burden

By now, you’ve undoubtedly heard the news that the Social Security Administration (SSA) will increase benefits by 8.7% in 2023, which exceeds last year’s boost of 5.9%, and will be the largest increase since 1981. The annual increase to Social Security benefits, called the cost-of-living-adjustment (COLA), is meant to help ease the burden of rising costs in all areas of the economy. While the COLA can help restore retirees’ purchasing power by boosting retirement income, it also has broader implications, notably for taxes and income (or distribution) strategies.

Leaving a Legacy – How to Pass Wealth to the Next Generation

As families get together this holiday season, many of you will be thinking about how to pass wealth to children and grandchildren. On this podcast we discuss the pros and cons of gifting now versus after you are gone, as well as important rules and tax laws you need to know before giving away money or assets.