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

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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