Take an inside look into Simplified Employee Pension plans.
TEAMGREENWOOD.CETERAINVESTORS.COM
Is a SEP-IRA Right for Your Business?
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Contribution limits, phase outs, distribution rules: learn how to speak the language of retirement.
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Traditional vs. Roth IRA
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Are you ready for school—again?
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Estimating the Cost of College
Just entering retirement? Here's what you need to know.
TEAMGREENWOOD.CETERAINVESTORS.COM
9 Facts About Retirement
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
We are hosting a Drive Thru BBQ to benefit the Ronald McDonald House of the Capital Region. Please visit my business page to RSVP for the event and receive the link to order your meals! We hope you are able to join us in raising funds for this amazing local charity organization.
100% of your dinner cost goes to RMHC-CR!
https://www.teamgreenwood.ceterainvestors.com/events/rmhc-of-capital-region-drive-thru-bbq-fundraiser
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Your financial future is calling. Develop a strategy for your investments today.
TEAMGREENWOOD.CETERAINVESTORS.COM
The Cost of Procrastination
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
How will Social Security affect your retirement plan? Here is some information that may surprise you.
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Social Security: By the Numbers
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
Earnings season can move markets. Find out why.
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Earnings for All Seasons
It's almost time for Holiday Toy Drive Drop Off Event!! There's still time to register if you want to join us. https://www.teamgreenwood.ceterainvestors.com/events/holiday-toy-drive-drop-off-event
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
TEAMGREENWOOD.CETERAINVESTORS.COM
A Taxing Story: Capital Gains and Losses
Have you RSVP'd yet? RSVP today for Holiday Toy Drive Drop Off Event!. Help us collect toys for Toys for Tots and receive a dessert box compliments of our team! https://www.teamgreenwood.ceterainvestors.com/events/holiday-toy-drive-drop-off-event
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy