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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
It's important to make sure your retirement strategy anticipates health-care expenses.
This worksheet can help you estimate the costs of a four-year college program.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Estate conservation is too important to put off. Do you have a smart exit strategy?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Women must be ready to spend, on average, more years in retirement than men.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.