How much do you know about stocks?
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How Stocks Work
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GENESISWEALTHTX.COM
Choosing a Business Structure
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
GENESISWEALTHTX.COM
Social Security: The $64,000 Question
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
GENESISWEALTHTX.COM
Six Most Overlooked Tax Deductions
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
GENESISWEALTHTX.COM
Critical Estate Documents
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
You’ll need to weigh several factors before retiring abroad.
GENESISWEALTHTX.COM
Thinking of Retiring Abroad?
