Greeney Wealth - Erika Greeney

Greeney Wealth - Erika Greeney Clarity in Wealth, for Confidence in Life. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

FINRA.org and SIPC.ORG. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Life insurance can seem like a non-necessity until it’s a necessity. Don’t leave your family with debt or inability to c...
06/01/2026

Life insurance can seem like a non-necessity until it’s a necessity. Don’t leave your family with debt or inability to continue their lifestyle. If you have children or a spouse and still have a home mortgage life insurance is a necessity, if you’re looking for some guidelines on what to look for in a policy or what type of coverage you might need, speak with your financial professional.

Knowing how policies work can help people get the right coverage for their needs. Policies have different features, benefits, and ways of paying for things.

They say children are expensive, and they're not kidding!The cost of raising a child in the U.S. continues to rise, a ne...
04/21/2026

They say children are expensive, and they're not kidding!

The cost of raising a child in the U.S. continues to rise, a new analysis puts the total cost at approximately $303,000 through age 18, or about $16,800 per year on average.

These figures include everyday expenses like housing, food, and childcare, but do not account for college costs, which can add significantly more over time.

Costs can also vary widely depending on location. Some states saw notable increases, while others experienced slower growth in certain child-related expenses.

While the overall total has increased, some categories, such as early childcare, have shown signs of stabilizing in recent data.

As costs evolve, these trends offer a broader view of how family-related expenses are changing.
If you are wondering about how you can help your child save and potentially help your tax bill in the meantime, how you can navigate increasing costs, or how you can help your children and grandchildren build wealth, I'm always here as a resource.


Source:

Raising a child through age 18 is most expensive in Hawaii, where a family would spend an estimated $412,661 in 2026, LendingTree found.

You might be paying more in taxes than you need to—and not even realize it. 😅From investment timing to account selection...
03/09/2026

You might be paying more in taxes than you need to—and not even realize it. 😅

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are some areas to keep in mind this tax season.

Tax Day is approaching, and I’m excited to share that Greeney Tax is still accepting new clients.Whether you’re filing a...
02/27/2026

Tax Day is approaching, and I’m excited to share that Greeney Tax is still accepting new clients.

Whether you’re filing a straightforward return or navigating a more complex financial picture, my goal is to provide clarity, accuracy, and thoughtful guidance every step of the way. Tax season is more than a deadline—it’s an opportunity to understand your finances, identify planning opportunities, and move forward with confidence.

If you’ve been looking for a tax professional who takes the time to understand you and your goals, I would be honored to help.

With 47 days until Tax Day, now is the time to get started. Reach out to schedule or begin the process.

Greeney Tax

“Clarity in numbers. Confidence in what’s next.”

Greeney Tax is a separate entity from Greeney Wealth investment business.

Have you ever heard the Wall Street adage, "Stocks climb a wall of worry"?It means that stock prices have historically t...
01/14/2026

Have you ever heard the Wall Street adage, "Stocks climb a wall of worry"?It means that stock prices have historically trended higher when investors worry about economic issues, geopolitical uncertainty, or, in this case, a possible...

Shutdown Talks Recession Indicators Stock Market Sentiment What to expect in the market

As we step into 2026, I want to take a moment to say thank you—to my clients for your trust, to my mentors for your guid...
01/07/2026

As we step into 2026, I want to take a moment to say thank you—to my clients for your trust, to my mentors for your guidance, and to my family for your constant support behind the scenes.

I’m deeply grateful for the relationships that make this work meaningful and for the growth that comes from walking alongside so many of you through important seasons of life. ❤️

If this is the year you’re looking to bring clarity, confidence, or structure to your finances, I’d love to be a resource and start that conversation with you. ✨🍾

When you see the word “forecast,” it should be closely followed by, “Forecasts are based on assumptions and are subject ...
01/07/2026

When you see the word “forecast,” it should be closely followed by, “Forecasts are based on assumptions and are subject to revisions over time. Financial, economic, political, and regulatory issues may cause the actual results to...

S&P 500 Financial Planning Stock Market Predictions

Thinking about solar, EVs, or energy-efficient upgrades?Several energy tax credits expire under the One Big Beautiful Bi...
12/03/2025

Thinking about solar, EVs, or energy-efficient upgrades?

Several energy tax credits expire under the One Big Beautiful Bill Act including:
🚗 Clean vehicle credit
🏠 Residential clean energy credit
🔋 Energy-efficient home improvement credit

The IRS has published FAQs to help with eligibility and phase-out timelines.

Call for more information, (612)-404-1223, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 16, 2025

Starting in 2026, eligible taxpayers may deduct:🔹Up to $25,000 in reported tips🔹Up to $12,500 in overtime compensation (...
12/01/2025

Starting in 2026, eligible taxpayers may deduct:
🔹Up to $25,000 in reported tips
🔹Up to $12,500 in overtime compensation ($25,000 if married filing jointly)

These deductions phase out for higher-income taxpayers.

Call for more information, (612)-404-1223, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

The One Big Beautiful Bill Act increases the Child Tax Credit to $2,200 per eligible child.Other updates to the Child Ta...
11/28/2025

The One Big Beautiful Bill Act increases the Child Tax Credit to $2,200 per eligible child.

Other updates to the Child Tax Credit include:
➡️ The credit will be adjusted for inflation in future years
➡️ A valid Social Security number is required for the child
➡️ For joint filers, at least one spouse must have a valid SSN

These updates aim to clarify eligibility and streamline administration.

Call for more information, (612)-404-1223, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

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