Green Wealth Management Group

This month,  Green Wealth Management celebrates 3 years as an independent wealth advisory group.  So much appreciation goes out to our loyal clients, colleagues, and team members. We thank each of our clients for the opportunity to work with you & look forward to what the next year has in store!

While it is much less commonplace with new employment, many soon-to-be retired employees still face a few big decisions when it comes to their corporate pensions. 1. Do I take the lump sum if it’s offered? 2. If I pass away, what happens to the value of my pension?  3. Is it ok to leave the pension responsibility with my employer? One of GWMG’s senior wealth advisors, Drew Heatley, CFP®, CRPS®, CPFA, sheds light on these questions and more in our latest video!

IRS extends excise tax waiver for certain inherited IRAs to 2024, offering relief for beneficiaries subject to the 10-year rule. However, it's crucial to note that RMDs are not waived, impacting distribution strategies and rollover options #TaxStrategy https://lnkd.in/esWrG2kE

Harness tax benefits through Qualified Charitable Distributions (QCDs) from your IRA, enabling tax-free donations while adhering to IRS guidelines. Plan ahead to optimize your charitable giving strategy and minimize tax liabilities. https://lnkd.in/e22dn6sr

Lori DosSantos, CRPC®, CPFA of GWMG hosted a Happy Hour at Onyx II Fine Jewelers in Woodbury, CT, and light fare was provided by Bevy Co., Southbury, CT. The women in attendance shared interesting facts about themselves and then continued mingling and making new connections.

Investing during retirement? Diversify portfolios, consider index funds, and explore global opportunities. Assess risk tolerance and opt for low-risk options like CDs and Treasury securities for a well-balanced portfolio.  https://lnkd.in/enhzNC2s

The Smaller Manufacturers Association of Connecticut (SMA) organized an Earth Day cleanup event on Monday. SMA members, including Drew Heatley, CFP®, CRPS®, CPFA, dedicated their day to cleaning the recess area at the Children's Community School in Waterbury. #Manufacturers #HappyEarthDay

Green Wealth Management Group founding Partners, Alan Green, CFP®, CPWA®, CPFA and Lori DosSantos, CRPC®, CPFA had the pleasure of meeting with and listening to Mary Ann Bartels, Chief Investment strategist speak to an audience of Partner Firms about the state of the economy and markets. Mary Ann breaks it down in a way that is understandable and enjoyable!

On Tuesday, April 9th, we had the pleasure of listening to strategic partner, Jackie Wilke, VP/Advisor Consultant, First Trust on the importance of getting to know the people that our clients care about. Jackie’s presentation was both valuable and timely.

Discover the strategic advantages of trusts and LLCs in estate planning for asset protection and tax efficiency. Learn about revocable and irrevocable trusts and their impact on probate and estate administration. Avoid costly mistakes and ensure a smooth transfer of assets with proper planning.  https://lnkd.in/ek7txF5N