Ray Greenberg, CFP®
   

Newsletters


The newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Quiz: Financial Facts That Might Surprise You
Going Public: An IPO's Market Debut May Not Live Up to the Hype
Protect Your Heirs by Naming a Trust as IRA Beneficiary
I received a large refund on my tax return this year. Should I adjust my withholding?
What is the difference between a tax deduction and a tax credit?


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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.