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.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Best Apps in Travel
Technology tips to make your next trip even better.
Being healthy not only makes you feel good, it may also help you financially.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
How long does a $20 bill last?
An increasing number have been developed to help individuals with their personal finances.
Five strategies for managing your student debt.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
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
Principles that can help create a portfolio designed to pursue investment goals.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?