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...
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...
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...
Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their...
Spousal Social Security benefits provide financial support to married individuals who may not have earned enough Social Security benefits on their own, or have lower benefits compared to their spouse’s. In this video Tony Marquez, Senior Vice President and Wealth...
Transcript: Hi, I’m Tony Marquez, Senior Vice President and Wealth Advisor with GreenUp Wealth Management. You may have heard that it’s best to delay taking Social Security benefits if you can afford to. In this video I’m going to cover the differences between...
Transcript: Hi, I’m Tony Marquez, Senior Vice President and Wealth Advisor with GreenUp Wealth Management. Have you ever thought about taking Social Security early instead of waiting until full retirement age? In this video I’m going to discuss what you should...
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