04.04.2024
Green Wealth Management Group welcomes Gordon Brown
Green Wealth Management Group (GWMG), LLC is proud to welcome Gordon Brown as an Insurance Advisor and 8th member of our team.
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01.17.2024
Green Wealth Management Group 2024 Year Ahead Letter
We are excited to present the GWMG Year Ahead letter, where we reflect on the events of 2023 and provide our insights heading into 2024! As always, we appreciate the continued opportunity we are given by our clients, community, & friends to provide positive, life-altering advice. As we navigate these dynamic times, we are committed to being our clients’ partners in prosperity, providing personalized strategies to help achieve financial success. Here’s to stepping into a new year together- one filled with prosperity, good health, and exciting opportunities!
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12.05.2023
Charitable Planning with IRAs
If the IRS requires you to take a Required Minimum Distribution (RMD) due to your age before year’s end, then consider earmarking some or all of the RMD amount as a charitable distribution. The attached article goes into more detail about the particulars, and lays out a scenario for naming a charity as beneficiary for the IRA’s remainder at passing.
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10.18.2023
Green Wealth Welcomes David Richardson!
Green Wealth Management Group is proud to announce that David Richardson has joined the firm as a Junior Client Associate, and represents the 7th team member.
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10.18.2023
Green Wealth Management Group held their 2nd Annual Business Meeting and Employee Retreat in New York City
The day was filled with guest speakers from Charles Schwab, Richard Bernstein Advisors, and First Eagle Investments.
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03.13.2023
Fund Tax Documents
As a courtesy, GWMG has gathered the following mutual fund tax supplements for municipal bond funds, which can be provided to tax professionals to assist in filing returns. Please find the information enclosed in the respective fund company documents. Take note of the state-by-state income allocations for any resident-state income benefits. Please call us with any questions.
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