The Greensage Group in Houston, Texas knows you can go anywhere for your wealth and risk management needs. We pride ourselves on doing business the old-fashioned way with a handshake and great service. You’ve worked too hard to risk your finances – your future with just anyone. We invite you to take a look around our website and see how we can help preserve your wealth and exceed your expectations.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Regardless of how you approach retirement, there are some things about it that might surprise you.
There are common mistakes you can avoid when saving for retirement.
Your credit score may influence how much you pay for auto and home insurance.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Explaining the SECURE Act and how the changes affect your retirement strategy.
There are hundreds of ETFs available. Should you invest in them?
Check out this video to begin separating fact from fiction.
Bucket lists don’t have to be for tomorrow.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.