Financial Expertise
Ray Greenberg, CFP®
Phone: 215.355.6100

Financial and Retirement Planning

Family protection, tax planning, retirement planning and estate conservation strategies should be top priorities for individuals and families of all ages and income ranges.

We welcome the opportunity to help you ensure you have created a financial plan that insures the present for a secure future.

Latest Video Client Alert
  • Government Report Details Household Finances
    Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which
  • The Standard Deduction and Itemized Deductions After Tax Reform
    The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025. It also eliminated or restricted many itemized
  • Four Points to Consider When Setting a Retirement Income Goal
    No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four
  • What are some tips for creating a budget and sticking to it?
    It's a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your mortgage,
  • What are some strategies for paying off credit card debt?
    Nowadays, it's easier than ever to get caught up in the cycle of credit card debt. In fact, it's become a growing problem for many Americans.
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 This communication should not be considered as an offer to sell or buy any securities, provide investment advice, or make investment recommendations. This information is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regards to legal, tax, and/or investment issues. Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., A Registered Broker-Dealer, Member FINRA/SIPC. Financial Expertise is independent of ProEquities, Inc.