Access The Guidance &
Education You

Empowering investors at all stages in life to “think” about their “wealth” and plan for their financial futures by providing educational resources on a variety of topics.  If you have questions or would like to discuss your finances with a professional, we’re always here to help. 

Resources for

Getting Started

Resources for

Saving & Investing

Resources for

Nearing &
In-Retirement

Insights

Market Updates

Get market commentaries quarterly that provide an overview and perspective on previous activity.

Investing

Find information and education on investing to understand how it works in conjunction with financial planning.

Financial Planning

Learn the components of financial planning and why each one can be part of building personal wealth.

Legacy & Estate Planning

Explore the options for protecting and preserving personal wealth for future generations.

Taxes

Read the latest information on how taxes can affect investing and personal finance decisions.

Additional Insights

Looking for more? Get educational articles on a variety of topics that provide the guidance you deserve.

The GreenUp Possibilities Podcast

Our financial podcast was built to empower listeners with information about what is possible, improbable, and nearly impossible with money, brought to you by GreenUp Wealth Management.

All Resources

Maximizing Your Income

Maximizing Your Income

Are you interested in maximizing your income? Learn about your options and important considerations when trying to maximize your income, no matter what stage in life you are in. From sources of income to taxes, we discuss what you need to...

What is a Stock?

What is a Stock?

We have all visited the golden arches of McDonald’s at some point in our lives. While waiting for your fries and Coke, have you ever thought, "I wish I owned McDonald's?” The good news is you can own a piece of McDonald’s Corporation since it is a publicly traded...

What Are Asset Classes?

What Are Asset Classes?

What do a Great Dane and a Toy Poodle have in common? At first glance, seemingly nothing. Side by side these two animals will look comical together. Yet we still categorize them both as dogs because, despite the dramatic difference in appearance and stature, these...

Subscribe to get helpful financial resources sent straight to your inbox: