Wealth management is the process of growing, preserving and protecting your assets. It’s about more than just investing – it’s about creating a plan that meets your unique goals, whether that’s retirement, funding a child’s education or leaving a legacy. Wealth...
If you are a parent, you may be able to get money back from the government through the Child Tax Credit. The Child Tax Credit can help offset the cost of raising a child, and it can also give you a refund if you owe less in taxes than the credit is worth. To claim the...
No one likes doing taxes, but it’s a necessary evil. If you want to get your taxes done as quickly and efficiently as possible, it’s important to be prepared. In this blog post, we’ll give you a rundown of what paperwork you need to bring when filing...
If you’re an American working abroad, you may be wondering what an expatriate filing is and why you need to know about it. Essentially, an expatriate filing is a tax return that’s filed by Americans who live and work outside of the United States. While the...
April 15th is the deadline to file your taxes, but sometimes life gets in the way and you need a little extra time. If you find yourself in this situation, don’t worry, you can file for an extension. Here’s everything you need to know about filing an...
Greenblatt Financial is a family-owned and operated financial planning and investment management firm located in Delavan, WI. We have been serving the Dane County area for over 25 years. Our mission is to provide comprehensive financial services to our clients, which...
