Jeff GreenfeldSep 20, 20234 minBoomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!
Jeff GreenfeldFeb 16, 20232 minDoes your life insurance give you rewards?Kayla life insurance rewards her with points by doing everyday fitness activities! The more points, the less she pays in premiums!
Jeff GreenfeldOct 8, 20204 minWhat is a Representation Agreement? Interview #1 with Vicki van As, Notary PublicGreenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.
Jeff GreenfeldSep 21, 20203 minThis is why an Executor needs a Clearance CertificateAs Executor, it's important to make sure the estate's taxes have all been paid. Learn how.