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Insights from Greenway

Get to know the voices behind Greenway on the Making Margin Podcast, and our blog.

Listen to the Making Margin Podcast, where the Greenway team talks about all things money, investing, and life.

Find out the answers to some of the most common questions we receive here on our blog.

Home Refinancing FAQs

Natalie Foy, CFA, CFP®

September 22, 2025

With mortgage rates falling for the first time in recent memory, we’re beginning to see refinancing opportunities for clients who purchased a home in the last few years.

Open Enrollment Season

Jeff Emminger, CFP®

October 15, 2025

It’s open enrollment season, the few weeks each year when you can make changes to your employer-sponsored benefits. Your benefit selections can significantly impact your paycheck, taxes, savings, and long-term financial security.

Understanding Required Minimum Distribuions

Jen Hill, CFP®

October 31, 2025

Whether RMDs are many years away, approaching soon, or already being taken, it’s important to understand available options to stay in control of income, taxes, and the overall financial plan.

ACTIONABLE ADVICE. TANGIBLE OUTCOMES.

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Client Account Access

Easily (and securely) access your account information from anywhere, on any device, at any time.