September is Life Insurance Awareness Month—a good time to take a fresh look at your existing policy, or consider how much coverage to get on a new policy. Visit our blog to learn more. #lifeinsurance #financialplanning
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How much life insurance is enough?
Understanding your finances can ensure they’re being managed properly, and they’re aligned with your lifestyle and goals. https://bit.ly/3mIxSRJ
Life changes each year, and your financial plan should too. Be proactive with an annual meeting with your financial professional. #financialplanning #moneymanagement #annualreview https://bit.ly/2RtwNi7
Steps to take if retirement is approaching and you haven’t saved enough. #retirementplanning https://bit.ly/3k3NexR
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
Labor Day celebrates the skills and efforts of the American labor force. This year, we’ve come to appreciate them in a new way. Click here to view our tribute, http://bit.ly/326kCMn #LaborDay
Check out this video on taxes. #IncomeTax
GENESISWEALTHMGT.COM
The Facts About Income Tax
The coronavirus pandemic has created unique conditions that may make a Roth conversion more attractive than usual. Why now? Read our blog to learn more. https://bit.ly/3lsT78p #RothConversion
GENESISWEALTHMGT.COM
Thinking of Converting Your Traditional IRA to a Roth? Now May Be the Time
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
GENESISWEALTHMGT.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
What is a #financialplanning? It's about setting goals for your future and taking steps to achieve those goals. Learn more on our video.
BROADRIDGEADVISOR.COM
Financial Planning: Helping You See the Big Picture
During this COVID-19 pandemic, governments will look for ways to increase revenue to compensate for their spending and increase income taxes as a result. That's why it might be a good time to think about ways to help reduce your taxable income. Here are three potential sources of tax-free income to consider. #TaxFree #RothIRA #HSA
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Is It Time to Think About Tax-Free Income?
There are four basic steps to calculating the value of an estate.
GENESISWEALTHMGT.COM
Four Steps to Valuing an Estate
Check out our automated #GuidedWealthPortfolios (GWP) platform to get your personalized investment plan. http://bit.ly/2zx5dYV
Find out whether you are insurable before implementing a strategy using life insurance.
GENESISWEALTHMGT.COM
Universal Life Insurance
BROADRIDGEADVISOR.COM
4 Key Estate Planning Documents Everyone Should Consider
Retired parents can make a cost-effective resource for childcare, but it’s important to establish a time commitment and financial expectations up front. #childcare http://17794.advisormailbox.com/637332649935304470
Do you know how much risk is in your portfolio? Discover your Risk Number and build an optimized portfolio using #Riskalyze a cutting-edge technology tool. http://bit.ly/2Ix0fyS #PortfolioReview
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Technology has made investing easier than ever before. You get complete visibility into your portfolio and can rely on sophisticated algorithms to keep your portfolio lined up with your goals. But technology can be enhanced when combined with humans who can dive deeper into issues and use reasoning to make the best decisions. That's why I now offer my Guided Wealth Portfolios digital investing platform that combines new technology with my experience and advice.
Find out if this could be a good solution for your investments. http://bit.ly/2zx5dYV
Corporate earnings are beating expectations and stocks may be in a new bull market. LPL Research explains why in Q3 Results Brighten 2021 Picture. https://bit.ly/2ZgclWD #WeeklyMarketCommentary
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
GENESISWEALTHMGT.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Do you know how much risk in your portfolio? Using cutting edge technology to build your investment strategy and find out your personal risk number. #investment #riskalyze #risknumber http://bit.ly/38KC5x4
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
GENESISWEALTHMGT.COM
Monthly Market Insights | February 2021
Congress passed the Consolidated Appropriations Act. This bill Includes many changes to financial aid. Here are some key highlights.
BROADRIDGEADVISOR.COM
Financial Aid Changes on the Horizon
If avoided, there are several key investment mistakes that can help maximize retirement savings.
#retirement #investment #portfolioreview
GENESISWEALTHMGT.COM
Common Retirement Investment Mistakes
Do you know how much risk is in your portfolio? Find out your Risk Number and get your Free Portfolio Risk Analysis Report! To learn more, http://bit.ly/38KC5x4 #portfolioreview #investment
Irrevocable life insurance trusts (ILIT) can be important tools that may accomplish a number of estate objectives.
#lifeinsurance #ILIT #estateplanning
GENESISWEALTHMGT.COM
A Primer on Irrevocable Life Insurance Trusts
Are You Prepared for the Changes in the 2020 Tax Year? https://bit.ly/3p8eq1h #2020taxes #taxreturn
