Green Financial Group

??? New Podcast Episode Alert! ??? If you've been thinking about how to give back in ways that align with your values and make the most of financial planning tools, this episode of The Green Zone Podcast is for you. In this episode – “????????-?????? ????????????: ?????? ???? ???????????? ???????????? & ???????????????? ?????? ????????????????” – we share insights on how to bring purpose and impact into your charitable giving strategy. From donor-advised funds to Qualified Charitable Distributions (QCDs), there are options that not only benefit the causes you care about but can also support your overall financial goals. Tune in to learn how philanthropy can become a meaningful part of your legacy, creating potential benefits for both your family and the organizations you believe in. Whether you’re an experienced giver or just beginning your journey, there’s something valuable for everyone in this conversation. ?? Listen here https://ow.ly/GqRS50U5ily #CharitableGiving #Charities #Taxes #YearEndGiving #FinancialAdvisor #FinancialTips #HoustonFinancialAdvisor #FinancialPodcast

In today's economic climate, characterized by fluctuating markets and uncertain financial forecasts, many wealthy individuals are re-evaluating their charitable giving strategies. While market volatility can raise concerns about investment performance and financial stability, it also presents a unique opportunity to approach philanthropy with renewed focus and strategic intent. In my most recent article – “???????????????????? ???????????? ???? ?????????? ???? ???????????? ????????????????????: ???????????????????? ?????? ???????????? ????????????” – I share some potential strategies for charitable giving during periods of market uncertainty that can still help ensure your contributions continue to make a meaningful impact. https://ow.ly/mORZ50U0w1E - ???????? ??????????, ?????????????????? ?????????????? & ??????????????, ?????? #CharitableGiving #CharitableGivingStrategies #YearEndGiving #TaxStrategies #TaxStrategy #MarketTips #MarketVolatility #WealthManagement #FinancialPlanning #FinancialAdvisor

For many women, especially as we enter new phases of life, the desire to give back often becomes a central focus. Whether you’re in a season of newfound independence, facing life changes like becoming a grandparent or navigating retirement, charitable giving can be a meaningful way to support what matters most to you. But with so many worthy causes, how do you decide where to give? Selecting the right charitable causes isn’t just about choosing a good organization—it’s about aligning your giving with your personal values, experiences and the impact you want to have. In my latest article – “?????? ???? ???????????? ?????? ?????????? ???????????????????? ???????????? ???? ??????????????” – I provide a guide to help you thoughtfully support your passions while making a lasting difference. https://ow.ly/R28s50U0xXh - ???????????? ??????????, ???????, ?????????????????? ?????????????? #charitablegiving #charitablegivingstrategies #yearendgiving #charity #charities #financialadvisor #financialplanner #wealthmanagement #womensfinancialadvisor #financialadvisorforwomen

It’s National Entrepreneurs Day. And I am proud to count myself as one of them. After spending more than a decade at two major investment firms, my desire to better serve clients with my own brand of financial advisory and wealth management service led to the start of Green Financial Group in 2008. (This throwback picture is from those early days!) Being an entrepreneur is not for the faint of heart. I’ve learned many lessons along the way. Some good. Some bad. I’ve had to be determined. Strategic. Creative. Flexible. Confident. Scrappy. Focused. Thick-skinned. And resilient. I’d like to take today as an opportunity to thank every person who has believed in me as an individual and helped to contribute to the success of Green Financial Group over the years. That includes my family, mentors, clients, colleagues and the growing team who works here today. - ???????? ??????????, ?????????????????? ?????????????? & ??????????????, ?????? #EntrepreneursDay #NationalEntrepreneurDay #WealthManagement #FinancialAdvisor

Supporting the causes you love doesn’t just feel good—it can also have potential financial benefits. If you're a woman in your 50s and beyond, whether widowed, divorced or managing your household's finances, there are several charitable strategies that can help reduce your tax burden while making a difference. I work closely with clients to help ensure their charitable giving aligns with their overall financial goals. Whether you’re focused on giving back to your community, a nonprofit, or an educational cause, I’m here to help you navigate the financial side of philanthropy. If you're curious about how to incorporate charitable giving into your financial strategy, check out my latest article: “???????????????????? ???????????????????? ?????? ??????????: ???????????????? ?????????? ?????????? ???????????????????? ???????????? ?????? ????????” https://ow.ly/TTQ550U0xGt And if you want to learn more, please feel free to reach out. Together, we can create a plan that supports both your financial well-being and the causes you care about. - ???????????? ??????????, ???????, ?????????????????? ?????????????? #charitablegiving #charitablegivingstrategies #yearendgiving #charity #charities #financialadvisor #financialplanner #wealthmanagement #womensfinancialadvisor #financialadvisorforwomen

Have you ever wondered how your giving can have a lasting impact? Or are you thinking about how to make sure your charitable contributions align with your values and life goals? In this episode of The Green Zone Podcast, financial advisors Jeff Green and Lauren Smith cover effective ways to approach charitable giving during the holiday season, discussing strategies to maximize personal impact and tax benefits. They guide listeners through essential considerations for end-of-year philanthropy, including: ?? Tips for selecting causes that resonate with your personal values ?? The importance of researching how donations are used by organizations to ensure contributions have the intended effect ?? How to use Qualified Charitable Distributions (QCDs), potentially avoiding taxable income on required minimum distributions ?? An overview of donor-advised funds for potential tax benefits and flexibility to direct contributions over time to chosen charities ?? Why you might consider giving long-term appreciated assets, like stocks, to bypass capital gains tax while receiving a charitable deduction for full market value ?? Reminders for how we can all avoid common charitable giving pitfalls ?? And more! Listen to the full episode of the podcast by clicking here: https://ow.ly/2BqF50U5ifk #CharitableGiving #Charities #Taxes #YearEndGiving #FinancialAdvisor #FinancialTips #HoustonFinancialAdvisor #FinancialPodcast

As financial advisors, we often discuss investments—whether in assets or time. Recently, a girls' trip reminded me that investing in relationships is just as important, if not more so. I have a group of college friends who affectionately call ourselves The Cudas (yes, there’s a story behind it, but I’ll save that for another time). We try to take a vacation together once a year, which can be challenging between everyone juggling their careers, kids and other responsibilities… but we make it a priority. This year, we went to Santa Fe, and it was an incredible experience. We ate amazing food, went to the spa, hiked, shopped and even went on a sunset horseback ride. While stepping away from our busy lives isn’t easy, this time together always serves as a powerful reminder that the relationships we nurture are just as valuable as any financial asset. - ???????????? ??????????, ???????, ?????????????????? ?????????????? #girlstrip #collegefriends #santafe

Navigating retirement is a major life shift, and it can be even more complex after experiencing a divorce or losing a spouse. In this video, I explore you can really think about and leverage your personal values to guide your financial goals to create a retirement that truly resonates with your life priorities. Whether you're looking to rediscover your sense of purpose, rethink how you approach your wealth or align your investments with your current values, this is a journey we can take together. Watch this video for a few tips on how you can start shaping the next chapter of your life on your own terms and with intentionality. https://lnkd.in/gR6wWSkW #womensretirement #retirementplanningforwomen #retirement #retirementplanner #retirementvalues #values #lifetransitions #financialadvisor #financialpanner #wealthmanagement #womensfinancialadvisor #financialadvisorforwomen

The reason many high-net-worth individuals focus on charitable giving at the end of the year is simple: it’s an effective way to manage taxes before closing out the year’s financial picture. After all, once December 31st passes, your opportunities to lower this year’s taxable income through charitable donations are gone. For those who’ve had an especially profitable year, year-end giving can provide meaningful tax relief while supporting the causes you care about. In my latest article – “?????? ???? ???????????????? ????????-?????? ???????????????????? ?????????????????????????? ?????? ?????? ????????????????” – you can learn a few strategies that may provide you with opportunities to not only give back this year, but also help optimize your tax situation. https://lnkd.in/e47JnNDX I encourage you to have a conversation with your advisor about your end-of-year giving strategies sooner rather than later. If you don’t currently have an advisor or would like a second opinion before the year wraps up, please feel free to reach out. I’m here to help you explore your options and make the most of your charitable contributions while aligning them with your overall financial goals. - ???????? ??????????, ?????????????????? ?????????????? & ??????????????, ?????? #CharitableGiving #CharitableGivingStrategies #YearEndGiving #TaxStrategies #TaxStrategy #WealthManagement #FinancialPlanning #FinancialAdvisor

As women, many of us are natural nurturers—whether we’re supporting our families, friends or communities, so giving back is something that often comes instinctively. For those of us who are in a position to give financially, philanthropy provides a wonderful opportunity to make an impact on causes close to our hearts. But did you know that strategic charitable giving can also potentially offer tax benefits? In my most recent article – “???????????????????? ???????????????????? ?????? ??????????: ???????????????? ?????????? ?????????? ???????????????????? ???????????? ?????? ????????” – I’ll walk you through several charitable strategies that can help you support the causes you care about while also potentially reducing your tax burden. https://ow.ly/uHkL50U0xum These strategies are especially helpful for women in their 50s and beyond, whether you're widowed, divorced or heading up your household’s financial decisions. - ???????????? ??????????, ???????, ?????????????????? ?????????????? #charitablegiving #charitablegivingstrategies #yearendgiving #charity #charities #financialadvisor #financialplanner #wealthmanagement #womensfinancialadvisor #financialadvisorforwomen