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.

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Newsletters
  • Questions to Ask Before Buying That Thing You've Always Wanted
    Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently
  • Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
    It's no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow
  • It's Time for Baby Boomer RMDs!
    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin
  • What can I learn from looking back on my financial situation in 2017?
    If your financial plan for 2017 didn't work out the way you wanted it to, don't beat yourself up. Instead, ask yourself the following questions to
  • What financial resolutions should I consider making as I look ahead to 2018?
    A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your
    
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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.