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Greenline Financial Services, LLC

Greenline Financial Services, LLC is committed to promoting sound, positive growth oriented financial strategies to its client base throughout the States of Ohio, Kentucky & Indiana.

Our philosophy stems from a deep seeded belief that, over time, consistent, positive growth, in the form of a "reasonable rate of return" to one's lifetime financial savings portfolio, is far more important than a risk based high rate of return in any single given year.  Wealth can be accumulated.  However, wealth can also be lost.  What most American's need and want in their retirement years is sufficient income - income that cannot be lost, taken away, or diminished due to the death of a spouse.   At Green Line Financial Services, we specialize in retirement IN-come planing.  Not speculative, risk based retirement IF-come.   

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

The Best Apps in Travel

The Best Apps in Travel

Technology tips to make your next trip even better.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Saving for College 101

Here’s a crash course on saving for college.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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