Max Greenberg, Owner at To The Max Financial Services

05/23/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

05/05/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

04/22/2026

Thoughtful planning can transform lives. Take Christopher’s family - they created a special needs trust to ensure his care would continue, even as his family’s ability to provide direct support was reduced. The trust protected his eligibility for government benefits while covering extra needs like therapy, medical appliances, vacations, and more. Watch his story to see how funding the trust with tools like life insurance gave his family peace of mind, knowing his future was cared for. If you’re ready to start planning to ensure your loved one with special needs is supported for years to come, let’s talk.

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03/31/2026

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

03/17/2026

Here’s what you should know about the hidden economic value of unpaid work.

Stay informed about life insurance should value stay-at-home parents' unpaid labor. Breaking financial news and analysis from Due.

02/25/2026

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can help analyze your tax return to help identify opportunities such as:

💡 Managing your tax bracket
💡 Planning charitable gifts before year-end
💡 Timing income and deductions
💡 Reviewing contributions to retirement and HSA accounts

A few smart moves today can have a lasting impact on your financial goals tomorrow. Let’s connect soon to make sure your strategy is aligned for success. Message me to let me know your availability.

02/24/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company,…

02/18/2026

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what New York Life Insurance Company is. With our financial strength, comprehensive coverage, and customizable benefits. Let’s talk about it together.
Click here for more details on the methodology for this award: https://nyl.co/4ap8MCj

02/02/2026

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the unexpected. From medical bills to inflation, having a steady stream of income in retirement can ensure your plans don't get derailed. Reach out, and I'll help you come up with a strategy that keeps you on track.

01/29/2026

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for Annuity Providers. Kiplinger’s readers ranked New York Life highest for Customer Service, Most Recommended, and Overall Satisfaction.* This recognition reflects our unwavering commitment to making annuities easier for you. http://bit.ly/3I1dJFw

*The award was based on Kiplinger readers’ evaluations of annuity providers in terms of customer service, satisfaction, and likelihood to recommend. Click here for full methodology http://bit.ly/3Ga4LVZ