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Posted April 15, 2021

7 Life Events During Which Investment and Planning Advice Can Help Your Nest Egg Whether the Storm

Good financial planning means adapting to past life events, developing strategies for current circumstances, and anticipating your future financial needs. Doing this successfully takes skill and research. But the best, long-term financial planning takes the advice of a professional – especially as your needs and the state of the economy changes. Failure to invest and […]

Posted April 2, 2021

Monthly Market Recap – March

Both January and February began with nice rallies, and it was the same in March. On the first day of the month, the S&P 500 jumped more than 2%, its best one-day performance in 9 months. Rising interest rates have been weighing on technology stocks, and that continued for most of the month. Technology stocks […]

Posted April 2, 2021

Technically Speaking – April 2021

Technically Speaking: Long Term resistance:  SP500 4100 – 4150 Long Term support: SP500 3850 then 3750 – 3700 Markets have been in a confused upward move. We have seen the Dow 30 move higher on days the Tech-heavy Nasdaq fell hard. The SP500 has been back and forth. However, the trend has been up, and […]

Posted April 2, 2021

The Inevitable, The Unexpected

The Inevitable, The Unexpected We all know it, but very few of us spend any serious amount of time thinking about it. It is guaranteed to happen; we just do not know WHEN. And even though we know it is coming, none of us are really prepared for it, or know how to handle it. […]

Posted April 2, 2021

TRADITIONAL IRA VS. ROTH IRA

TRADITIONAL IRA VS. ROTH IRA There are multiple individual retirement account options an individual can choose. The choices range from Traditional, ROTH, SIMPLE, and SEP. These options have many similarities and differences, and it is up to the individual to decide which option is best for their retirement goals. Traditional IRAs allow individuals to direct […]

Posted April 2, 2021

Life Insurance

Life insurance is not a fun topic to talk about because who really wants to think or talk about what happens when you pass away? The reality is that it is a topic that needs to be talked about and planned as part of your financial plan. Having the right type of life insurance and […]

Posted April 2, 2021

Update – Unemployment Exclusion

The Internal Revenue Service has announced that it will take steps to automatically refund money this spring and summer to people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan. The IRS states: “There is no need for taxpayers to file an amended return unless the […]

Posted March 18, 2021

Smart Moves for Your Tax Return

Everybody understands that there are right things, wrong things, smart things, and not-so-smart things you can do when filing your taxes. For the most part, keeping the job of the IRS as simple as possible is a golden rule of avoiding audits. Here at the Greenburg Financial Group, we offer investment advice and consultation, portfolio […]

Posted March 3, 2021

Coming To Grips With Your Own Mortality

I don’t know of anybody who starts their day thinking, “What if I die today? Is my family going to be OK? Have I accomplished everything I was hoping to accomplish during my lifetime? IS TODAY A GOOD DAY TO DIE??” Having been in the financial services business for more than 26 years, I have […]

Posted March 3, 2021

Durable Goods Report

New orders for manufactured durable goods have increased for nine consecutive months after a 3.4% increase in January. Durable goods orders are an economic indicator released monthly that reflects new orders placed with domestic manufacturers for delivery of factory hard goods in the near term. This report is broken down into two parts. The first […]

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