Greenbelt Investment Advisors

Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.