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.

Newsletters
  • Mid-Year Planning: Tax Changes to Factor In
    The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the
  • Investing to Save Time Boosts Happiness Returns
    The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology
  • Marriage and Money: Taking a Team Approach to Retirement
    Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored
  • What is the employment situation report, and why is it important to investors?
    Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month. The data for
  • What is gross domestic product, and why is it important to investors?
    GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of goods and services used in
    
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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.