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Follow our WealthTracker blog for interesting financial stories and articles!

Sep 20, 20234 min read

Boomers: 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!

Feb 16, 20232 min read

Does 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!

Oct 8, 20204 min read

What is a Representation Agreement? Interview #1 with Vicki van As, Notary Public

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

Sep 21, 20203 min read

This is why an Executor needs a Clearance Certificate

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

Feb 27, 20202 min read

Life Insurance in your late '50s? In this case, yes!!

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

Mar 18, 20191 min read

Insurance - Do you really have enough?

Are you sure you have enough insurance coverage for your family if you passed away? If you have group coverage, when is the last time you...