Greenbelt Investment Advisors

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Are You Spending Money to Keep Stuff You Don’t Need?

One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
Setting a Retirement Savings Goal

Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Do You Need to Adjust Your Tax Withholding?

After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
Housing Market Trends: Are They Helping or Hurting the Economy?

U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.