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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Gaining a better understanding of municipal bonds makes more sense than ever.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
This checklist can give you a quick snapshot of how prepared you are.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here is a quick history of the Federal Reserve and an overview of what it does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When markets shift, experienced investors stick to their strategy.
Taking your Social Security benefits at the right time may help maximize your benefit.