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
  • Working in Retirement: What You Need to Know
    Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of
  • Test Your Investing IQ
    How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds.
  • Kickstart Your College Fund with a 529 Plan
    If you're looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code
  • How do the economic milestones of young adults today compare with prior generations?
    If you're the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a
  • Chart: Young Adult Milestones, 1975 vs. 2016
    The following pie charts compare four common milestones of adulthood — getting married, having children, working, and living independently — achieved by young adults
    
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.