The Greenway Blog
Insight into all things money, retirement and investing.
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Best Questions for Millennials, HENRYs and Women to ask when Interviewing a Financial Advisor
Best Questions for millennials, HENRYs and women to Ask when interviewing a financial advisor (And what are the red flags to look out for?)*Privacy Policy: We hate SPAM and promise to keep your email safe. The next step in your financial journey may be to hire a...
Retirement Planning for Stay-at-Home Moms
Retirement Planning for Stay At Home Moms (and Dads!) It can be done and you deserve it!*Privacy Policy: We hate SPAM and promise to keep your email safe. one day, stay-at-home moms will retire from their job. Planning for retirement is probably not at the top of a...
Understand Your Money Personality Type
Seven ways understanding your Money Personality Can make your life better! Understanding your money personality can make your life better. Women need to understand their money personality. Don't know what it is? You're not alone. What's your sign? No, I'm not testing...
Women, Taxes and Retirement Income: Will you pay less taxes in retirement?
Women, Taxes and Retirement Income: Will You pay less taxes in retirement?*Privacy Policy: We hate SPAM and promise to keep your email safe.Women, taxes and Retirement Income: Lower tax bracket in retirement?Many women enter retirement not thinking about the impact of...
Does Your Spending Personality Match Your Credit Cards?
Does your spending personality match your credit cards? Women need to understand their spending personality - Without Emotions!Identifying and understanding your Spending Personality is essential to having a healthy relationship with money.Everyone has a different...
Are Women Financial Savvy? Women and Money Myths Part 3
Are Women Financially Savvy? Myth #3 About Women and MoneyMyth #3: Women aren’t financially savvy. This blog is part 3 of a blog series I produced that bust the stereotypes about Women and Money. Learn more about Myth #1: Women spend more money than men and Myth #2...
Women are not as confident as men when it comes to investing – Myths Part 2
Are Women good at investing? Myth #2 About Women and Their Investing ConfidenceMyth #2: Women are not as confident as men when it comes to investing. In my experience I have found that there are many preconceived notions about women and money; Some may think that...
Do Women Spend More Than Men? Myths about Women and Money (Part I)
Do women spend more than men? Myth #1 About how society views women and spendingMyth #1: Women spend more money than men. I am here today to debunk the myth that women spend more money than men and talk about how societal stereotypes play into money management. As a...
Why is a Roth IRA Awesome!
Roth IRA is a term that I’m sure you have heard before, but may not necessarily understand. So, let's take a few minutes to talk about them, clarify and excite! A Roth IRA is an individual retirement account. You contribute to a Roth IRA with earned income. What makes...
What is a Spousal IRA?
Did you know that you can have an IRA account for each spouse even if one spouse doesn’t earn an income? You need earned income to contribute to an IRA (individual retirement account) but one exception is a Spousal IRA. A Spousal IRA is when one spouse contributes to...
Traditional IRAs versus Roth IRAs
Is a Traditional IRA or a ROTH IRA right for me?
2020 Charitable Giving – Parade of Non-Profits
This is the week that your inbox is full of requests for end-of-year giving. Everyone is trying to make a final push for the year in hopes for a positive impact for their cause. And why not? Charitable giving makes you feel good but it can also provide a tax benefit...
The Greenway Gazette – Beneficiaries
Q4 2020 Ruminations from your Financial Advisor and Money Coach As we are in the midst of the holiday season, beneficiaries are on my mind. You are gathering either in person or via Zoom with your loved ones. Odds are these loved ones are also the beneficiaries of...
Retirement Income Planning and its Similarities to Setting up a Backyard Pool
Because it is Retirement Planning Month, retirement income planning is on my mind. No, not my retirement, (but it is never too early to start planning for retirement!). Recently though, I thought about Retirement Income Planning when I was setting up a pool in my...
1st Quarter 2020 Market Review
Please click the link below to view our Q1 2020 Market Review. Q1 2020 Quarterly Market Review
Monopoly Jr and Behavioral Finance: How playing a game can help children with money
Monopoly Jr and Behavorial Finance: How Playing a game can help children with moneyPlaying a board game can help your children manage money. While playing Monopoly, I saw a great opportunity to further my children's instruction on money management. As a Financial...
Our April 2020 Newsletter: The Stock Market vs The Economy is out!
Please click the link below to view our April 2020 Newsletter: The Stock Market vs The Economy. April 2020 Newsletter
Our March 2020 Newsletter: Keeping Calm During Market Volatility is out!
Please click the link below to view our March 2020 Newsletter: Keeping Calm During Market Volatility. March 2020 Newsletter
Hot off the Press: February 2020 Newsletter: Coronavirus and the Markets
Please click the link below to view our February 2020 Newsletter: Coronavirus and the Markets. February 2020 Newsletter
Our January 2020 Newsletter: How will the US and Iran conflict affect oil? is out!
Please click the link below to read our January 2020 Newsletter: How will the US and Iran conflict affect oil? January 2020 Newsletter