GreenUp Wealth

Just like your house, your investment portfolio needs maintenance too. Watch this short video to learn how Tax Loss Harvesting can help you reduce taxes and boost your long-term returns. https://lnkd.in/gP6bXv5K #taxplanning #investing #iamgreenup

On this day, 23 years ago, the world stood still. We honor the memory of the nearly 3,000 lives lost on September 11, 2001, and we continue to extend our gratitude to the first responders, survivors, and everyday heroes who showed unimaginable courage that day. Let us unite through the common values that bind us together as a nation. We are hopeful, we are resilient, and we will never forget. #september11 #neverforget #heroes

Happy National Dog Day from the GreenUp Wealth Management pack! We're here to fetch your financial goals and provide unconditional support. #nationaldogday #financialplanning #iamgreenup

What makes GreenUp Wealth different? As we welcome Matthew Waggoner from Media Executive and client to VP-Growth and Brand at GreenUp, it shows the depth of belief in GreenUp’s mission. Matt’s post below says it best! As clients, Matt and his family were already part of the GreenUp community, but now we welcome them to the GreenUp team striving to positively impact and transforming people’s lives! Welcome!

Did you know the median time a worker stays with the same employer is just four years? That means you probably have an old 401(k) or 403(b) out there. Ready to take control of your financial future? Watch this video to learn about your options to optimize your retirement savings. https://lnkd.in/gV4J6K-y #401kplans #401krollover #retirementsavings #iamgreenup

Join us as we dive into the magic of the Hawaiian Islands with our guest T. Ilihia Gionson, Public Affairs Officer at the Hawaii Tourism Authority. Learn about the rich cultural heritage that connects the land and its people. Discover the beauty of each island—from the lush landscapes of Kauai to the vibrant city life of Oahu. From hiking trails to culinary delights, regenerative tourism, and unforgettable experiences with local marine life, there’s something for everyone in Hawaii. #hawaii #travel #iamgreenup https://lnkd.in/gNgrUCfk

The economy and stock market have been stronger than expected this year. Will the bull market continue with corporate earnings, wage growth, and falling inflation? How would the Federal Reserve intervene with a “Fed Put” to keep the economy going? Watch our latest webinar to gain insights into the current investing environment. https://lnkd.in/gCtTGNSz #marketcommentary #economicgrowth #iamgreenup

Despite concerns about a “soft landing,” the economy and market have continued to grow, with the S&P 500 exceeding expectations. Learn why we believe a strong consumer base, stable job market, increasing wages, and improved profit margins through the adoption of AI may lead to strong earnings growth through 2027. https://lnkd.in/g2wN5BVC #marketcommentary #economy #iamgreenup

As we gather with friends and family this Fourth of July, let's take a moment to reflect on the values that make our country great: liberty, equality, and the strength of community.   Let’s also honor the sacrifices made by those who fought for our independence, inspiring us to strive for a brighter future together.   Happy Independence Day!   #fourthofjuly #independenceday #iamgreenup

Celebrating our amazing GreenUp community! Here are highlights and memories from our Spring Fling event in Kansas City. Thank you to our clients, partners, and firm associates! Brookridge Golf & Fitness #community #iamgreenup