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Montgomery, AL

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Greenwood Wealth Management

(844) 228-9629

 

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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, September 26, 2017

Emma Foulkes interviews Estate Planning Attorney Stephanie Anderson - Learn about the documents you need to protect the ones you love. Click Here to watch Estate planning documents 101

 

Tuesday, September 26, 2017

Emma Foulkes and Estate Planning Attorney discuss the important documents that three generations should have - A financial power of attorney and Health "care" Directive To watch click here Estate Planning Ep 3

 

Tuesday, September 26, 2017

Emma Foulkes and Estate Planning Attorney discuss how Estate planning helps young families, young children and the distribution of money To watch click here Estate Planning Episode 4

 

Tuesday, September 26, 2017

Emma Foulkes & Stephanie Anderson discuss mistakes Celebrities and Business Owners can make by not having their Estate Plan in place. To watch click here Estate Planning Ep 5

 

Tuesday, September 26, 2017

Emma Foulkes & Estate Planning Attorney, Stephanie Anderson, discuss the emotional and financial challenges middle aged people incur when their parents and adult children do not have an end of life plan. To watch click here Estate...

 

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Tuesday, September 26, 2017

Emma Foulkes and Estate Planning Attorney, Stephanie Anderson discuss the role Long Term Care insurance can have in your overall Estate Plan. To watch click here Estate Planning Ep 7

 

Monday, September 25, 2017

Emma interviews Atlanta Estate Planning Attorney Stephanie Anderson. Ep 1 explains the basics of estate planning EKM Estate Planning basics

 

Wednesday, June 7, 2017

Emma Foulkes interviews Independent Insurance agent Erica Ramsey. In this episode Emma and Erica discuss the origins of insurance. To watch click here Home and Auto Insurance Ep 1

 

Wednesday, June 7, 2017

Emma Foulkes interviews Independent Insurance agent Erica Ramsey. In this episode Emma and Erica discuss the origins of insurance. To watch click here Episode 1

 

Wednesday, June 7, 2017

Emma Foulkes interviews Independent Insurance agent Erica Ramsey. In this episode Emma and Erica discuss Auto insurance minimum coverage, are they enough? To watch click here

 

Wednesday, June 7, 2017

Emma Foulkes interviews Independent Insurance agent Erica Ramsey. In this episode Emma and Erica break down home owners and renters insurance To watch click here

 

Wednesday, June 7, 2017

Emma Foulkes interviews Independent Insurance agent Erica Ramsey. In this episode Emma and Erica give you tips on getting insurance companies to fight for your business. To watch click here Episode 5

 

Wednesday, June 7, 2017

Emma Foulkes interviews Independent Insurance agent Erica Ramsey. In this episode Eric answers questions about home, renters and auto insurance. To watch click here

 

Sunday, March 19, 2017

Emma Foulkes interviews industry expert David Shavzin, Management Consultant. In this episode the discuss things Business owners need to do to grow their company. To watch click here Episode 1

 

Sunday, March 19, 2017

Emma Foulkes interviews industry expert David Shavzin, Management Consultant. In this episode the discuss things Business owners should start thinking about five to tens years before they want to sell the business. To watch click here...

 

Sunday, March 19, 2017

Emma Foulkes interviews industry expert David Shavzin, Management Consultant. In this episode the discuss things Business owners need to do to prepare their companies for sale. To watch click here Episode 3

 

Wednesday, February 22, 2017

Emma Foulkes and Cecily Welch, CPA, PFS, CFP ® discuss the 2017 proposed ten step tax reform plan. In this episode the start the conversation on the first two steps of the tax plan proposal, More jobs and Simplifying the tax...

 

Wednesday, February 22, 2017

Emma Foulkes, CFP ® and Cecily Welch, CPA, PFS, CFP ®, try to add excitement to taxes while they discuss tax reform talking points - simplifying the tax brackets and creating more savings To watch click here Episode 2

 

Wednesday, February 22, 2017

Emma Foulkes, CFP ® and Cecily Welch, CPA, PFS, CFP ®, try to have fun while discussing the proposed tax reform bill. In this episode they review simplicity of the tax brackets, Alternative Minimum Tax (AMT) and making the IRS...

 

Wednesday, February 22, 2017

Emma Foulkes, CFP ® and Cecily Welch, CPA, PFS, CFP ®, try to add excitement to taxes while they discuss tax reform talking points -Main Street growth, lowering business taxes and eliminating Estate Taxes. To watch click here...

 

Wednesday, February 22, 2017

Emma Foulkes, CFP ® and Cecily Welch, CPA, PFS, CFP ®, finish their discussion about the ten step tax reform proposal with More fairness, wage growth. and the possible deficit created by the plan. To watch click here Episode 5

 

Wednesday, November 30, 2016

Tiny Social Security COLA, Possible Medicare Premium Hike Retirees will get only a few dollars more per month in 2017. Provided by Emma I. Foulkes, CFP ® The average Social Security recipient will get a $5 raise next year. Yes, a...

 

Wednesday, November 16, 2016

Helicopter Money Should America consider this radical economic stimulus tactic? Provided by Emma I. Foulkes, CFP ® Imagine cash falling from the sky into the hands of grateful consumers. Fleets of helicopters hover over cities,...

 

Monday, November 7, 2016

How Will the Market Respond After the Election? We may see some volatility, but equilibrium could quickly be restored. Provided by Emma I. Foulkes, CFP ® What will happen on Wall Street after November 8? We can shrug and say,...

 

Wednesday, November 2, 2016

Funding 35-40 Years of Retirement If you live to 100, can you avoid outliving your money? Provided by Emma I. Foulkes, CFP ® Will you live to 100? Your odds of becoming a centenarian may be improving. Earlier this year, the Centers...

 

Monday, August 1, 2016

Do Our Biases Inhibit Our Retirement Savings Efforts? They may affect our attempts to build wealth. Provided by Emma I. Foulkes, CFP ® Picture an 18-wheeler, its 4,000-cubic-foot cargo trailer filled to capacity with stacks of $100...

 

Monday, July 25, 2016

Getting Your Financial Paperwork in Good Order Help make things easier for your loved ones when you leave this world. Provided by Emma I. Foulkes, CFP ® Who wants to leave this world with their financial affairs in good order? We...

 

Monday, May 23, 2016

Are Women Reluctant to Talk About Money? A new survey says yes. Is it telling the whole story? Provided by Emma I. Foulkes, CFP ® A new study asserts that women feel uncomfortable discussing financial matters. The latest Money FIT...

 

Thursday, May 5, 2016

Bill Gross: The train left the station back in 2014. Here is a man who was once admired by all in the financial world, as the greatest Bond King of all time. Then Obama became President and like Donald Trump, Bill Gross started to...

 

Monday, March 21, 2016

Money Concerns for Those Remarrying What financial factors deserve attention? Provided by Emma I. Foulkes, CFP ® Some of us will marry again in retirement. How many of us will thoroughly understand the financial implications that...

 

Thursday, February 25, 2016

Should You File Jointly, Or Not? For many married couples, filing jointly is a good idea, but there are exceptions. Provided by Emma I. Foulkes, CFP ® Ninety-five percent of married couples file joint federal tax returns. Filing...

 

Thursday, February 4, 2016

White House Proposes Changes to Retirement Plans A look at some of the ideas contained in the 2017 federal budget. Provided by Emma I. Foulkes, CFP ® Will workplace retirement plans be altered in the near future? The White House...

 

Monday, January 25, 2016

The Chapters of Retirement The five phases of life after 50 & the considerations that accompany them. Provided by Emma I. Foulkes, CFP ® The journey to and through retirement occurs gradually, like successive chapters in a book....

 

Monday, January 11, 2016

China’s Stock Market Turmoil Can U.S. shares hold up in the wake of January’s shocks? Provided by Emma I. Foulkes, CFP ® On January 7, China halted stock trading for the second time in four days. The benchmark Shanghai Composite sank 7...

 

Monday, January 4, 2016

Making & Keeping Financial New Year’s Resolutions What you might do (or do differently) in the months ahead? Provided by Emma I. Foulkes, CFP ® How will your money habits change in 2016? What decisions or behaviors might help your...

 

Tuesday, December 29, 2015

During the past few Decembers, taxpayers and tax preparers have waited anxiously for Congress to rescue expiring federal tax provisions. Usually, legislators pass an eleventh-hour bill to extend certain tax perks for another year and...

 

Monday, December 21, 2015

Economists widely expect the Federal Reserve to raise interest rates this month. Additional incremental rate hikes may follow in 2016. If you are retired (or soon will be), you will want to consider what gradually higher interest rates...

 

Monday, December 14, 2015

Did You Hear What Just Happened With Social Security? Congress just eliminated two popular strategies used to get greater retirement benefits. Provided by Emma I. Foulkes, CFP If you want to claim Social Security benefits soon, keep a...

 

Tuesday, November 17, 2015

Fellow Americans, The deadly attacks in Paris on Friday night have shocked all of us as more than 120 innocent people were savagely murdered. In times like this, the world stands together. This is an attack not just on Paris, but on...

 

Friday, August 14, 2015

What Does the Devalued Yuan Mean for the U.S.?A look at China’s unexpected move & its potential impact.Provided by Emma I. Foulkes, CFP China has surprised global investors by weakening the yuan almost 5%. Its central bank may even...

 

Friday, August 7, 2015

Teaching Your Heirs to Value Your WealthValues can help determine goals & a clear purpose.Provided by Emma I Foulkes, CFP Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their...

 

Friday, July 31, 2015

Why Does the Wage Gap Between Men & Women Persist?While it has narrowed, a notable inequality remains. Provided by Emma I. Foulkes, CFP Last year, the median weekly earnings for an American woman came to $719. Bureau of Labor...

 

Friday, July 24, 2015

Are You Committing These Financial Illegalities? Some people make money moves that may get them in trouble. Provided by Emma I. Foulkes, CFPAmericans do many things with their money and invested assets, most of them on the up and up....

 

Friday, July 10, 2015

The Reasons for a Roth Solo 401(k)Here is a way for a solopreneur to save much more for retirement. Provided by Emma I. Foulkes, CFP Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the...