Roth Conversions
Roth conversions are a popular topic. Many are familiar with the basic concept - moving money from a traditional, tax-deferred retirement account like a Traditional IRA or a 401(k) [...]
Why You Shouldn’t Panic When the Stock Market Hits All-Time Highs
Every time the stock market hits an all-time high, the headlines start to sound eerily familiar: “Is this the top?” “Should investors take profits now before the crash?” “Are [...]
The Federal Deposit Insurance Corporation (FDIC)
The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the United States government created in 1933 in response to the thousands of bank failures that occurred during the [...]
Comparing College Savings Tools: 529 Plans, Trust Accounts, and UTMA/UGMA Accounts
Saving for college is one of the most significant financial goals for families. With the cost of higher education steadily rising, many parents and guardians are seeking effective ways [...]
Wealth Transfer
Transferring wealth is more than just a financial transaction; it’s an art that involves careful planning, clear communication, and a deep understanding of your values. As baby boomers approach [...]
Spring Cleaning for Your Finances: Refresh and Revitalize Your Financial Life
Now that spring is here, it’s the perfect time to rejuvenate not just your home, but also your finances. Just as you declutter your living space, it’s essential to [...]
Creative ideas to reduce your personal tax liability
As December rolls around, many people shift focus away from their day to day lives and turn their attention towards the holidays. It is the season of giving, spending time [...]
When to invest?
This has been a very popular topic of discussion over the last two years. Everyone of us remembers 1st Quarter 2020 when Covid-19 emerged and devastated the world. The S&P [...]
Read our 1st Newsletter for Recapping Quarter 1 of 2022
FROM THE OPENING DAYS OF 2022, investors were taken on a wild ride during a first quarter that featured wide swings in stock, bond, and commodity markets around the [...]
Market Corrections and Why They can be Healthy
Two of the hot-button topics you hear every time you turn on CNBC these days or read your favorite stock market blog are “market corrections” and “are we in the [...]
The Importance of Investing as a Young Professional
Today’s world is filled with young professionals looking for instant gratification or get rich quick ideas. However, with increased media coverage focused on the stock market more than ever we [...]
The Greystone Financial Team Sponsors a Wish For Emma
Greystone Financial is generously sponsoring wish child Emma! On sunny days, 5 year old Emma can be found enjoying the great outdoors. She especially loves riding her bike! Not [...]
Charitable Giving
In 2021 the standard deduction1 is $12,550 for single filers and married filing separately, $25,100 for joint filers and $18,800 for head of household. Due to the high standard deduction, [...]
What is a Safe Withdrawal Rate for Retirees?
Retirement is very different today than it was even just a decade ago. In many ways, it’s far richer and much more fulfilling. People are staying healthier and living longer. [...]
2020 In Review And The Upcoming Election
It has undoubtedly been quite an eventful year, but 2020 seems like it would not be complete without a Presidential election. Years from now, if someone looked up the [...]