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Home
Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: Claiming the caregiver tax credit
Aug 25, 2023 1:00 PM
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Kevin Greenard: All about the disability tax credit
Aug 18, 2023 12:00 PM
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Kevin Greenard: 10 tips to help overcome the fear of running out of money in retirement
Many people fear running out of money in retirement. We often tell clients that we fear the opposite — that they will not enjoy the money they worked hard for.
Aug 11, 2023 12:00 PM
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Kevin Greenard: How old do you feel? Finances and longevity
Most people do not talk about the financial impact of longevity, including living arrangements and health care costs.
Aug 4, 2023 12:00 PM
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Kevin Greenard: What does retirement look like to you?
It’s useful take a step back and have a meaningful conversation about what retirement looks like for you.
Jul 28, 2023 12:00 PM
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Kevin Greenard: Equities provide significant tax benefits
Understanding the taxation of investment income is a key concept to explain to all new clients. Even existing clients need to be reminded of taxation features from time to time.
Jul 21, 2023 12:00 PM
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Greenard Index: Don’t overdiversify – why we avoid mutual funds, exchange traded funds
Kevin Greenard’s recommendation for new investors is to focus first on savings and avoiding investment mistakes.
Jul 14, 2023 12:00 PM
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Kevin Greenard: All about Trusted Contact Persons and Temporary Holds
Financial advisors now have additional tools to protect clients from scams: Trusted Contact Person and Temporary Holds.
Jun 30, 2023 12:00 PM
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Kevin Greenard: Deferring property taxes may help retirees stay in their homes
Even with higher interest rates, property tax deferment is still a great program for most retirees.
Jun 23, 2023 11:00 AM
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Kevin Greenard: The Greenard Group style of investing
Jun 16, 2023 2:00 PM
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