Broker Check
  
 
4 Questions You Should Ask Your Financial Advisor Post-Divorce or Recently Widowed? Social Security: By the Numbers

Planning For Your Whole Life

At Jay Greer & Co., we strive to simplify and strengthen your financial life. Our philosophy is simple: planning should inspire clarity, not confusion. In addition to growing and protecting your wealth, we are committed to helping you secure every area of your financial situation, from understanding your Social Security choices to selecting the right credit card and everything in between.  Our goal is to help you plan and invest in a way that gives you the opportunity to enjoy the life you want today and in the future.

Since 1987, we have partnered with clients in all stages of life. One of our primary areas of expertise is in helping investors navigate life transitions such as divorce, retirement, or loss of a loved one, and build confidence in their future. As a defining feature of our firm, we manage money for a predetermined, agreed-upon annual fee. Our freedom from selling any products keeps your best interests at the heart of everything we do.

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow