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 &


Market Updates

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


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.


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

Why You Should Avoid Probate

While probate is an important part of the legal system, there are several reasons why it can be undesirable or problematic. Watch this video to learn why probate can be bad for beneficiaries and an estate.

The Importance of Rebalancing

The Importance of Rebalancing

Each spring as the weather turns nice, flowers bloom and yards begin to turn green. This culmination is wonderful to look at and it is enjoyable admiring the end result. However, like most things in life, behind a fantastic result is a great deal of planning and...

Buckets of Money!

Buckets of Money!

What is the most effective way to invest money for your personal and unique goals while factoring in your comfort with risk?  On this podcast, we discuss how the Money Bucket concept provides a simple and excellent framework to determining how to structure...

Minimizing Unexpected Taxes

Minimizing Unexpected Taxes

Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your...

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