Financial Expertise
Ray Greenberg, CFP®
Phone: 215.355.6100
rsg@financialexpertise.com

Tax-Sensitive
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
Newsletters
  • Have You Made Any of These Financial Mistakes?
    As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these
  • Tax Benefits of Homeownership After Tax Reform
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership
  • Building Confidence in Your Strategy for Retirement
    Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree
  • What is the federal funds rate?
    The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve (the Fed), usually overnight, in order to
  • Can the federal funds rate affect the economy?
    The Federal Open Market Committee (FOMC) is the policymaking branch of the Federal Reserve. One of its primary responsibilities is setting the federal funds target rate.
    
PreviousNext
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  Go to Google+  
 
 
 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.