Thank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...

Thinking about downsizing now that you are retired? Perhaps you have a “guest room” in your home that hasn’t seen an actual guest in years?

How Working with a Financial Planner helped Jim and Cindy meet their retirement goals! The roofer stepped off the extension ladder beside...

Greenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.

As Executor, it's important to make sure the estate's taxes have all been paid. Learn how.

You are in your late '50s and you children are adults. A financial review with your Investment Advisor will help you decide.

Jerry and Carol thought a vacation away together would solve all their problems. Recently it seemed that all they were doing was...

When his grandchildren are playing in the tree house or gathering for a holiday dinner in the home he has spent decades refurbishing,...