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  • Home
  • Why Us
    • Why Us
    • Our Credentials
    • Recognition and Memberships
  • Who We Serve
    • Who We Serve
    • Affluent Families
    • Business Owners and Professionals
    • Retirees and Pre-retirees
    • Corporations and Small Businesses
    • Corporate Retirement Plans
  • Your Team
    • Your Team
    • Ellis Green
    • Ashley Moss
    • Melissa Richards
    • Patrick Bridges
    • Kimberly Moseley
    • Our Partners at Raymond James
    • About Raymond James
  • How We Help
    • How We Help
    • Our Financial Planning Process
    • Our Investment Process
    • Private Wealth Management Topics
    • Corporate Wealth Management Topics
  • Resources
    • Resources
    • Newsletters
    • Market & Economic Commentaries
    • White Papers & Fact Sheets
    • Links of Interest
  • Client Access
  • Contact Us
Helping to make your
life easier

White Papers & Fact Sheets

  1. Maximizing Your Social Security Retirement Benefits
  2. Planning for Higher Medicare Taxes
  3. Rolling Over Money to an IRA
  4. Understanding the Final Phase of Cost Basis Reporting
  5. Retirement Readiness Checklist
  6. Planning for Long-Term Care
  7. Developing a Successful Estate Plan
  8. Planning for Retirement: The Healthcare Wild Card
  9. Net Unrealized Appreciation Investor Guide
  10. Your Detailed Budget
  11. Your Financial Inventory
  12. Year End Tax Planning Opportunities
  13. Keeping Track of Your Financial Records
  14. Exploring Alternative Investments
  15. Working with a Financial Advisor
  16. 2022 Tax and Retirement Information
  17. Investment Policy Questionnaire
  18. 2022 Retirement Plan Contribution Chart

Resources
Newsletters
Market & Economic Commentaries
Links of Interest
You want your money to work as hard as you do, and you deserve a team who can help make sure it does.

Green Wealth Management Group

Reach out to us to begin receiving the attention you deserve and to create a wealth plan that’s distinctly yours.

3050 Peachtree Road NW Suite 600 Atlanta, GA 30305 T 404.240.7676 T 800.669.3469 Map and Directions

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