GreenState Wealth Management

02/13/2026

02/11/2026

Do you—or someone you know—have a passion for organization, client service, and supporting a high‑performing wealth team? We’re looking for a Financial Assistant to join us and help deliver exceptional experiences to our members. In this role, you’ll:

➡️Support advisors with scheduling, documentation, and account servicing
➡️Assist with client onboarding and day‑to‑day operational needs
➡️Contribute to a collaborative, member‑focused team environment

If you’re detail‑oriented, proactive, and excited to grow in the wealth management field, we’d love to meet you.

The Financial Assistant supports the Financial Advisors by ensuring effective communication and coordination of member's needs. This role is essential in facilitating smooth day-to-day operations, by providing reliable administrative and operational support. The Financial Assistant helps drive effic...

09/25/2025

The AOTC provides a tax credit of up to $2,500 per eligible student for the first four years of post-secondary education. On the other hand, the LLC offers a tax credit of up to $2,000 per tax return for any level of post-secondary education, including graduate courses, provided the taxpayer meets certain income requirements. This is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professionals to understand whether you might qualify for any tax credits before moving forward with AOTC or LLC.

09/22/2025

UGMAs and UTMAs take the form of a trust. Your child can use the UGMA or UTMA funds to pay for college; however, once that age is reached, your child can also use the money to pay for anything else. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

09/18/2025

Coverdell ESAs can be used for K-12 expenses in addition to higher education costs. Contributions may be made until the account beneficiary turns 18. The money must be withdrawn when the beneficiary turns 30, or taxes and penalties may occur.

09/15/2025

Starting in 2024, the SECURE Act 2.0 allows recipients to roll over unused savings into a Roth IRA, if it benefits the same individual under certain conditions. Currently, money from a 529 that is used for non-educational expenses is subject to penalties and taxes.

09/11/2025

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

09/04/2025

🏈 The wait is over, football fans!

The new season brings all the excitement, drama, and unforgettable moments we live for. Whether you're cheering for your favorite team or just in it for the love of the game, it's time to gather your friends, fire up the grill, and get ready for some epic touchdowns and nail-biting finishes.

Let the games begin! 🙌

09/02/2025

Procrastination is a top reason people haven't created a will or trust since 2022, with men slightly more likely to delay estate management than women. Even fewer are taking action this year, with 43 percent of those without a will admitting they "just haven't gotten around to it.” In 2025, only 24 percent of survey participants reported having a will, and 4 percent mentioned other estate management documents, a decline from 33 percent with a will in 2022. Time to get it in gear!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/