R.W. Greene & Associates, Inc.

For our family, financial planning is a process and not a quick sale.

R.W. Greene & Associates, Inc. is a financial services company that has been in business since 1975. Our company started with Richard and Mary Greene and was later joined by their children; Kristin Wellik and Michael Greene.  Our mission is to help our clients achieve their financial goals as though they were our own.  We work with our clients to analyze their current financial situation to define their financial goals and develop a well-defined roadmap for achieving those goals.

We focus on helping our clients with an analysis to recommend a product that fits their unique needs.

On our Web site, you will find valuable information for evaluating your current position.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your investment situation.  You will also find calculators that will help you assess your current needs.  Please remember to visit our Web site often, as our content is constantly changing.

For more information please contact R.W. Greene & Associates, Inc. today.  We would welcome the opportunity to sit down with you. 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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