ThinkWealth by GreenUp

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

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

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

Explore how your retirement income influences more than just taxes—it also impacts healthcare costs. Increased income can result in higher Medicare premiums. Find out how strategic income planning can help you prevent unnecessary charges and save on healthcare expenses. https://lnkd.in/g2cmC_pB #medicare #retirementincome #iamgreenup

Don’t buy that house just yet! Learn how a good mortgage broker may be able to go get you a better interest rate and help you navigate the maze of mortgage complexity. Listen in to discover if a mortgage broker can help you reduce the stress of financing a home purchase. https://lnkd.in/g4VZEE-a #mortgagetips #buyingahouse #iamgreenup

What is momentum investing, why does it work, and how does investor sentiment about the future play a critical role? https://lnkd.in/g_BC6_jE #investing #investingeducation #iamgreenup

Healthcare costs are a major concern in retirement, but Medicare can help. With nearly 97% of seniors covered by Medicare, understanding your options is crucial whether you’re already retired, planning ahead, or helping family members. This informative video explains the four parts of Medicare (A, B, C, and D) so you can make confident decisions about the coverage that best fits your needs. https://lnkd.in/g3ujfxRR #medicare #medicareadvantage #iamgreenup

The U.S. stock market has had an impressive return over the past two quarters. Is the market overvalued? Watch our latest quarterly market update webinar to discover why at GreenUp we believe that future corporate earnings and actions by the Federal Reserve may create additional momentum for the financial markets to charge forward. https://lnkd.in/epvAwQaJ #marketcommentary #investing #iamgreenup