We welcome baby Parker! Jenn and baby are doing well!
Over age 50? You may be able to catch-up on retirement.
GEN-WEALTH.COM
Catch-Up Contributions
What charitable organizations do you support? Have you considered strategies other than writing checks?
GEN-WEALTH.COM
Trends in Charitable Giving
Autumn is here! Enjoy the sight of beautiful colors, the comfort of favorite foods, and the joy of loved traditions! Wishing you a wonderful fall season!
The market is as unpredictable as the weather. We’re here to help you prepare.
GEN-WEALTH.COM
Forecast
Dave and Laura celebrated their wedding anniversary this week! The whole team wishes them a year full of blessings and many more wonderful years ahead!
Earnings season can move markets. Find out why.
GEN-WEALTH.COM
Earnings for All Seasons
We're bringing back Throw Back Thursdays! This week is for Stacey! She has been part of the Gen-Wealth Team for four months. To learn more about Stacey and our other team members, visit the Team page on our website at https://www.gen-wealth.com/
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
GEN-WEALTH.COM
Monthly Market Insights | October 2020
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
GEN-WEALTH.COM
Healthy Body, Healthy Pocketbook
It's Throwback Thursday again! This week we are featuring Mac. He has been part of the Gen-Wealth Team as a Client Service Specialist for two months. Mac looks forward to the opportunities that lie ahead for his career. In his free time he enjoys running, swimming and being outdoors. To learn more about all our team members, visit the Team page https://www.gen-wealth.com/meet-the-team
Do you know how long it may take for your investments to double in value?
GEN-WEALTH.COM
The Rule of 72
We're enjoying another Throw Back Thursday! This week we're featuring Schyuler. Schyuler is a Financial Advisor with over 15 years of experience in the Financial Services profession. In his free time he enjoys outdoor activities with his wife and four children. To learn more about Schyuler and the other Generational Wealth team members, visit our website at https://www.gen-wealth.com/meet-the-team.
Happy Halloween from Generational Wealth! Today was a 1920's theme for our office. We hope everyone has a wonderful Halloween weekend!
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
GEN-WEALTH.COM
Tax Rules When Selling Your Home
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
GEN-WEALTH.COM
Monthly Market Insights | November 2020
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
GEN-WEALTH.COM
Buying vs. Leasing a Car
Throwback Thursday once again! This week features Laura, our office manager. Laura enjoys spending her free time with her husband Dave, their children, and grandchildren. She also enjoys biking, kayaking, walking, and cooking.
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
GEN-WEALTH.COM
What You Should Do About Insurance Following a Divorce
Home of the free because of the brave. Thank you to all veterans (past, present, and future) for your service.
During these uncertain times, we are happy to be at least one constant. Following the recent lockdown measures state-wide, we are still offering phone and virtual portfolio reviews. Please call our office with any questions you may have!
Could your portfolio benefit from a zero-coupon bond?
GEN-WEALTH.COM
The ABCs of Zero Coupon Bonds
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
GEN-WEALTH.COM
Password Protection Strategies
Although the holiday season may look a bit different this year, we want to wish each and every one of you a warm & healthy Thanksgiving. Our office will be closed tomorrow, November 26 and Friday, November 27. We will reopen again on Monday, November 30.
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
GEN-WEALTH.COM
Monthly Market Insights | December 2020
We are so happy to welcome Jen back into our office this week following her maternity leave! Parker James is growing so fast!
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
GEN-WEALTH.COM
Six Most Overlooked Tax Deductions
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
GEN-WEALTH.COM
Data Thieves from Outer Space
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
GEN-WEALTH.COM
Year-End Charitable Gifting and You
Flashback Friday! This week features managing partner and certified financial planner, David Wilson! Dave loves kayaking, cycling, and spending his free time with his family.
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
GEN-WEALTH.COM
Put It in a Letter
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
GEN-WEALTH.COM
When Special Care Is Needed: The Special Needs Trust
Concerned about the social impact of your investments?
GEN-WEALTH.COM
Investing with Your Heart
Happy Holidays from the Team at Generational Wealth. We hope you have a warm and healthy Christmas season.
In observance of the market holiday, our office will be closed Thursday, December 24th and Friday, December 25th. We will re-open for business as usual on Monday, December 28th at 9:30 a.m. Have a wonderful weekend!
Cheers to a prosperous New Year and new beginnings from the Team at Generational Wealth. In observance of the market holiday, our office will be closed Friday, January 1st. We will re-open for business as usual on Monday, January 4th, at 9:30 a.m. Have a socially distant Happy New Year!
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
GEN-WEALTH.COM
How to Retire Early
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
GEN-WEALTH.COM
Monthly Market Insights | January 2021
Tomorrow marks a very special BIRTHDAY for Schyuler! Join us in wishing him a happy birthday as he spends it with his family. We hope the day is as warm as it was during apple-picking season!
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
GEN-WEALTH.COM
The Average American Budget
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
GEN-WEALTH.COM
Types of Stock Market Analysis
This month, America honors the legacy of Dr. Martin Luther King, Jr.
Martin Luther King, Jr. Day honors Dr. King’s life, his dream, and the values he urged our nation to uphold: racial and social justice, peace, and community. May Dr. King’s enduring dream continue to uplift and transform our lived experience to bring unity and healing to our great nation.
In observance of the holiday, our office will be closed on Monday, January 18th. We will re-open for business as usual on Tuesday, January 19th at 9:30 a.m.
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
GEN-WEALTH.COM
What Do Your Taxes Pay For?
If you thought that payouts from life insurance are tax-free in all cases, think again.
GEN-WEALTH.COM
When Life Insurance Becomes Taxable
Many have heard they should avoid probate; do you understand what probate is and how it works?
GEN-WEALTH.COM
Problems with Probate
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
GEN-WEALTH.COM
Rebalancing Your Portfolio
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
GEN-WEALTH.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
GEN-WEALTH.COM
Silver Sneakers 101
This week, we celebrated both of our January birthdays! Join us in wishing Jenn a happy birthday this Sunday!
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
GEN-WEALTH.COM
Four Really Good Reasons to Invest
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
GEN-WEALTH.COM
Monthly Market Insights | February 2021
DYK (did you know) Friday! - Our office has not one, but TWO left-handers. Are you able to guess who?
Here are eight mistakes to avoid when #saving #retirement.
GEN-WEALTH.COM
Eight Mistakes That Can Upend Your Retirement
Happy Valentine's Day & President's Day from your team at Generational Wealth! Our office will be closed on Monday, February 15th in observance of the federal holiday. We will re-open for business as usual on Tuesday, February 16th at 9:30 a.m.
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GEN-WEALTH.COM
Life and Death of a Twenty Dollar Bill
Three steps may make a difference if you find yourself suddenly single.
GEN-WEALTH.COM
Suddenly Single: 3 Steps to Take Now
DYK (did you know) Friday! - Our office has not one, but TWO left-handers. Are you able to guess who?
Here are eight mistakes to avoid when #saving #retirement.
GEN-WEALTH.COM
Eight Mistakes That Can Upend Your Retirement
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GEN-WEALTH.COM
What Our Kids Can Teach us About Saving Money
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GEN-WEALTH.COM
Choosing a Business Structure
Happy Valentine's Day & President's Day from your team at Generational Wealth! Our office will be closed on Monday, February 15th in observance of the federal holiday. We will re-open for business as usual on Tuesday, February 16th at 9:30 a.m.
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GEN-WEALTH.COM
Life and Death of a Twenty Dollar Bill
Three steps may make a difference if you find yourself suddenly single.
GEN-WEALTH.COM
Suddenly Single: 3 Steps to Take Now
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GEN-WEALTH.COM
What Our Kids Can Teach us About Saving Money
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GEN-WEALTH.COM
Choosing a Business Structure
Happy Valentine's Day & President's Day from your team at Generational Wealth! Our office will be closed on Monday, February 15th in observance of the federal holiday. We will re-open for business as usual on Tuesday, February 16th at 9:30 a.m.
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GEN-WEALTH.COM
Life and Death of a Twenty Dollar Bill
Three steps may make a difference if you find yourself suddenly single.
GEN-WEALTH.COM
Suddenly Single: 3 Steps to Take Now
Last night we hosted our 2021 State of the Markets Webinar event! Make sure you're on the lookout next month for our next webinar event!
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GEN-WEALTH.COM
What Our Kids Can Teach us About Saving Money
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GEN-WEALTH.COM
Choosing a Business Structure
Happy Valentine's Day & President's Day from your team at Generational Wealth! Our office will be closed on Monday, February 15th in observance of the federal holiday. We will re-open for business as usual on Tuesday, February 16th at 9:30 a.m.
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GEN-WEALTH.COM
Life and Death of a Twenty Dollar Bill
Three steps may make a difference if you find yourself suddenly single.
GEN-WEALTH.COM
Suddenly Single: 3 Steps to Take Now
This year, we are celebrating International Women's Day on March 8th. While we’ve made many strides, this day reminds us that there is still a long way to go to ensure equality for all women everywhere. Take time today to appreciate the women in your life and the hard work they do.
Last night we hosted our 2021 State of the Markets Webinar event! Make sure you're on the lookout next month for our next webinar event!
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GEN-WEALTH.COM
What Our Kids Can Teach us About Saving Money
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GEN-WEALTH.COM
Choosing a Business Structure
Happy Valentine's Day & President's Day from your team at Generational Wealth! Our office will be closed on Monday, February 15th in observance of the federal holiday. We will re-open for business as usual on Tuesday, February 16th at 9:30 a.m.
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GEN-WEALTH.COM
Life and Death of a Twenty Dollar Bill
This year, we are celebrating International Women's Day on March 8th. While we’ve made many strides, this day reminds us that there is still a long way to go to ensure equality for all women everywhere. Take time today to appreciate the women in your life and the hard work they do.
Last night we hosted our 2021 State of the Markets Webinar event! Make sure you're on the lookout next month for our next webinar event!
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GEN-WEALTH.COM
What Our Kids Can Teach us About Saving Money
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GEN-WEALTH.COM
Choosing a Business Structure
Happy Valentine's Day & President's Day from your team at Generational Wealth! Our office will be closed on Monday, February 15th in observance of the federal holiday. We will re-open for business as usual on Tuesday, February 16th at 9:30 a.m.
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GEN-WEALTH.COM
Life and Death of a Twenty Dollar Bill
This year, we are celebrating International Women's Day on March 8th. While we’ve made many strides, this day reminds us that there is still a long way to go to ensure equality for all women everywhere. Take time today to appreciate the women in your life and the hard work they do.
Last night we hosted our 2021 State of the Markets Webinar event! Make sure you're on the lookout next month for our next webinar event!
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GEN-WEALTH.COM
What Our Kids Can Teach us About Saving Money
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GEN-WEALTH.COM
Choosing a Business Structure
Happy Valentine's Day & President's Day from your team at Generational Wealth! Our office will be closed on Monday, February 15th in observance of the federal holiday. We will re-open for business as usual on Tuesday, February 16th at 9:30 a.m.
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GEN-WEALTH.COM
Life and Death of a Twenty Dollar Bill
This year, we are celebrating International Women's Day on March 8th. While we’ve made many strides, this day reminds us that there is still a long way to go to ensure equality for all women everywhere. Take time today to appreciate the women in your life and the hard work they do.
Last night we hosted our 2021 State of the Markets Webinar event! Make sure you're on the lookout next month for our next webinar event!
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GEN-WEALTH.COM
What Our Kids Can Teach us About Saving Money
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GEN-WEALTH.COM
Choosing a Business Structure
Happy Valentine's Day & President's Day from your team at Generational Wealth! Our office will be closed on Monday, February 15th in observance of the federal holiday. We will re-open for business as usual on Tuesday, February 16th at 9:30 a.m.
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GEN-WEALTH.COM
Life and Death of a Twenty Dollar Bill
