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

The ABCs (and Ds) of Medicare

Healthcare costs are a major concern in retirement, but Medicare can help. With nearly 97% of seniors covered by Medicare, understanding your options is crucial whether you’re already retired, planning ahead, or helping family members. This informative video...

The Key to Happiness

The Key to Happiness

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...

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