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
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.
What is a Bond and How Does It Work
Bonds 101: Principal, Maturity, and Interest You have probably heard of a bond and understand that it is a "safe investment" that should be held in most portfolios. Although people understand this premise, few actually know the mechanics of bonds and how they work....
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...
Demystifying Employer Stock Benefits
Do you remember when employees envisioned their dream retirement being funded by their trusty pension plan? Prior to the late 1970s, employer benefits were slim and pension plans predominated the landscape of benefits packages. Since 1978, however, benefits began...
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...
2022 Q1 Market Commentary: Checking the Navigation App on My Smartphone
Navigating the Markets I make the 250-mile drive from my home in Ann Arbor to Cincinnati several times a year to visit family. Although I have no need for maps or directions, I still use the Google Maps, Apple Maps, or the Waze app on my smartphone to inform me of...
Planting the Seeds for Your Retirement: Should you Choose a Traditional or Roth Account?
Spring is here and those of us with a green thumb are deciding what to plant in the garden this year. Planning what you want your garden to look like in the future will determine which seeds you plant in the ground today. Similarly, planning what you want your...
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...
The 3 Reasons to Kick Start Your Retirement Savings
Why You Need to Save and Invest for Retirement I am sure you have read articles recommending that you need to save X amount of dollars to retire. While the number provided may be a helpful baseline, much of that advice does not address the reason you need to start...
Your 2022 Tax Preparation Checklist
It is tax time once again! Wouldn’t it be nice to get excited about taxes like many do for the Super Bowl? Could you imagine all the different tax jerseys fans might wear… 1099, W-2, 1030, K-1, etc.? The reality is that few of us get excited about tax...
Subscribe to get helpful financial resources sent straight to your inbox: