Donald Anfuso

10/01/2026

Nobody plans for the hardest stretch of their life.

Jen, a financial counselor and founder of Funds Fundamentals, lost both of her parents and faced a health challenge of her own.

That kind of stretch knocks the wind out of anyone.

One thing made it a little lighter. She had already put insurance in place, while she was healthy and before anything went wrong.

It didn't take away the pain. But it took some of the financial pressure off when she needed that
most.

Most people don't think about protecting their income until something forces them to. By then, there are fewer options.

It's worth asking now: if income stopped for a few months, would the coverage hold up?

08/01/2026

07/01/2026

Think you're writing a big check right away? Think again.

Josh Farkas breaks down the real deal with private equity investing and why your capital isn’t always called right away. The process isn’t about giving all the cash upfront; it unfolds over several years. So if you're in for the long haul, get ready for the ride.

👀 Drop your thoughts below! Would you be ready to commit in phases like this? Green Ridge Wealth Planning

06/30/2026

This two week vacation test can tell you a lot about your business.

Because when you step away, the gaps become easier to see.

If sales drop, approvals stall, or client promises start slipping, there may be systems and leadership gaps that need attention.

Building a business is not only about managing daily operations.

It is about creating a business that functions without needing you involved in every small decision.

That is also something buyers pay attention to when evaluating your business.

If you are curious how exit ready your business really is, take our Wealthficiency™ Gap Assessment at grwealthplan.com

06/25/2026

A family recently reached out after finding us on Google.

Early in the conversation, they said:
“We just want to talk to a fiduciary.”

They had already spoken with other financial advisors.

But the conversations quickly turned to products like insurance and other investment options.

What they really wanted was a plan.

A plan that considered their family, taxes, investments, and long-term priorities.

If you want your financial strategy to align with your long-term goals and understand the purpose behind each financial decision, reach out.

06/23/2026

Many business owners do not notice when this happens.

The business grows.

But the business starts relying on you more and more.
It happens gradually.

You stay involved because it feels faster.
You make the decisions because it feels easier.

Over time, the business starts relying on you for everything.

That is when ownership starts to feel more like a job than freedom.

Take our Wealthficiency™ Gap Assessment at grwealthplan.com to identify the gaps that may be keeping your business dependent on you.

06/22/2026

A small shift inside a business can create a much bigger impact than people realize.

Not by adding more clients.

But by improving systems, strengthening leadership, organizing financials, and building a business that can continue running without depending too heavily on the owner.

These are the kinds of improvements that can make a business easier to manage and more attractive to buyers.

They can also make day to day operations more stable.

If you are curious where your business currently stands, take our Wealthficiency™ Gap Assessment at grwealthplan.com.

06/15/2026

Managing money is not just about moving faster.

It is about choosing a path that makes sense for where you are trying to go.

Yes, growth matters.
But it only matters if your portfolio can stay on track through market ups and downs.

If there was a safer path with fewer risks along the way, that was usually the better option.

Our ebook, “3 Investment Mistakes That Could Be Killing Your Portfolio,” explains some of the common mistakes that can slowly push investors off track.

Check it out through the link in bio.

06/14/2026

They said he was done. They said Ferrari was the wrong move.
Today, Lewis Hamilton crossed that finish line first in a red car and nothing else mattered.
We always believed. ❤️🔴
Forza Ferrari. 🏆