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? Hi, I'm Kyle Barclay,...
With the volatility of investments, when is the right time to invest? Should you delay investing because of negative current events? Should you wait for a pullback in the market? Brad Tatar, Senior Vice President at GreenUp Wealth Management, reviews reasons people...
There is one thing that can make us all happier and healthier. Listen to this podcast to learn what researchers have found from the longest scientific study of happiness ever conducted. Tony Schmitt: Hello, I'm Tony Schmitt, President and CEO at GreenUup Wealth...
Estate planning is an essential aspect of your overall financial plan, and it can give you peace of mind knowing that your affairs are in order, your loved ones are provided for, and your wishes will be carried out after you are gone. Watch this video to learn how...
The economy is significantly better today than what was expected at the beginning of 2023. Wage growth has led to continued consumer spending. Inflation remains an issue although it is much improved. How will this affect the Federal Reserve’s interest rate policy...
During the second quarter of 2023, we experienced remarkable economic and market trends, reminiscent of an airplane on its descent, preparing for a "soft landing." Despite a restrictive Federal Reserve policy and a heated job market, the U.S. economy has managed to...
When a person gets started with investing, it can be a challenge knowing where to begin. What type of accounts should you consider and in what order should you fund them? Watch this video to learn some general guidelines for the “investing hierarchy” that can help...
Travel is an important goal for just about everyone, but what trips will give you the best experiences? What are the most popular travel destinations? What is a “bucket list” trip you should consider taking? What are the best family vacation ideas? Get answers to...
Wage increases allow workers to increase or maintain their standard of living, which is usually good for the economy. However, wage increases can also contribute to inflation. How can this happen? Watch this latest video by GreenUp’s Chief Investment Officer Daniel...
Why should you never write a check to your favorite charity? Because there are better ways to support the causes that you care about. Watch this video to learn about two strategies that will mutually benefit both you and the organizations that do good for others....
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