If you're expecting a big tax return this year, it might be time to update your tax withholding rate. GreenUp Wealth Management SVP/Wealth Advisor Kyle Barclay, CFP®, AWMA® explains how a small adjustment today could create more flexibility tomorrow. #iamgreenup

Have you been following the Economic Policy Uncertainty Index? We asked GreenUp Wealth Management Chief Investment Officer Daniel Greulich to break down what it actually measures and what to make of its recent rise. #iamgreenup

Could the OBBBA impact your taxes this year? It's March, so if you haven’t started thinking about your taxes yet, now’s the time. In this video @greenup_wealth SVP/Wealth Advisor Brad Skluzacek breaks down what you should know about changes with state and local tax rules.

A new savings option for your kids’ future is getting attention - are you up to speed? GreenUp Wealth Management SVP/Wealth Advisor Sam Schuette explains 530A accounts, better known as “Trump Accounts,” and how they work. #iamgreenup

What actually gives you the opportunity to live a happy and healthy retirement? GreenUp Wealth Management SVP/Wealth Advisor Tony Marquez explains why it's so important to consider what you're retiring "into" - not just what you're retiring "out of." #iamgreenup

Are you able to stay focused on your long-term goals during market volatility? GreenUp Wealth Management SVP/Wealth advisor Kyle Barclay, CFP®, AWMA® is here with an important reminder. #iamgreenup

If tax season is the only time of the year you are considering your tax strategy, you could be missing out. GreenUp Wealth Management SVP/Wealth Advisor Brandon Kraus is here with three things families should think about ahead of next year's taxes. #iamgreenup

Headlines change. What about you short- and long-term plans? GreenUp Wealth Management SVP/Wealth Advisor Aaron Kirsch, CFP® is here with what history tells us about investing during "uncertain times." #iamgreenup

Whether it’s retirement, freedom, legacy, or flexibility, your portfolio should be one piece of a much bigger plan. GreenUp Wealth Management VP/Wealth Advisor Kelly Mercer explains why it's so important to align your investments with your goals. #iamgreenup

Spring isn’t just a great time to clean your home. It’s a great time to check in on your finances too. GreenUp Wealth Management VP/Wealth Advisor Dennis Goodwin, Vice President, Wealth Advisor is here with four steps that can help set the tone for the rest of your year. #iamgreenup

Will you actually feel confident enough to enjoy the wealth you’ve built? GreenUp Wealth Management SVP/Wealth Advisor Tony Marquez breaks down why financial planning goes beyond just growing your money - so you can make the most of what you’ve worked so hard to create. #iamgreenup

GreenUp Wealth Management is growing again! We’re thrilled to welcome Josh Church and Paul Hurley to the GreenUp family. Josh is based in Fairbanks, Alaska, and Paul is based near Anchorage, Alaska – both will be serving clients in Alaska and nationwide. #iamgreenup

Market volatility is normal. GreenUp Wealth Management VP/Wealth Advisor Kelly Mercer explains why it's so important your investment strategy actually supports what you need your money to do — from timeline to flexibility, and future income needs. #iamgreenup

Is too much of your wealth tied up in a single stock? As @greenup_wealth VP/Wealth Advisor Dennis Goodwin @wealth_on_the_range explains, if you’re holding a concentrated position, there may be a more strategic, tax-efficient way to unwind it. #iamgreenup

As we enter the second quarter of 2026, geopolitical conflict and market volatility are commanding investor attention. Read about why GreenUp Wealth Management believes peeling back the layers reveals a path toward growth, not away from it. thinkwealth.io/first-quarter-…

Discipline can be short term. Our systems and our habits should last longer. @greenup_wealth partnered with 1st Phorm for our Wellness Webinar Series. In our latest webinar we discussed "Keeping the Non-Negotiables That Actually Work" for your wellness journey. #iamgreenup

The reality of today’s economy is nuanced. Join GreenUp Wealth Management Chief Investment Officer Daniel Greulich and CEO Tony Schmitt as they discuss going “Beyond the Outer Layer: Uncovering the Core Strength of 2026.” thinkwealth.io/quarterly-mark…

Most people hate market volatility but is it possible to use it to your advantage? GreenUp Wealth Management VP/Wealth Advisor Dennis Goodwin explains why it's important to be intentional and strategic. #iamgreenup

New leadership, new rules: What's changing at the Federal Reserve? Get the highlights from the GreenUp Wealth Management Quarterly Market Update Webinar with Chief Investment Officer Daniel Greulich and CEO Tony Schmitt discussing the shifting landscape of U.S. monetary policy. #iamgreenup