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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Here are some simple and inexpensive energy-saving tips that may help you save money.
A four-step framework for building a personal legacy.
Healthy habits are one of the greatest gifts to give your child.
Understanding how a stock works is key to understanding your investments.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
You’ve made investments your whole life. Work with us to help make the most of them.
Are you ready for retirement? Here are five words you should consider.
When should you take your Social Security benefit?
Here’s a quick guide to checking to see if you have unclaimed money.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.