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  • Social Security – FAQs of Retirement

    Working for several years in the Financial Planning industry, there are rarely questions clients ask that other clients haven’t asked before. In grade school our teachers reassured us by saying, “There is no stupid question.” The same is true when planning for retirement.

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  • Suddenly 70 – Now What?

    As a kid, I remember thinking 30 was old.  Now that I’m well past 30, my perception has changed drastically!  Medical advances are helping people live longer which presents us with some unique circumstances for those entering their 70s and beyond regarding finances.

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    GenWealth Financial Advisors
  • Money Milestones for your 50s

    The kids are almost out of the house, the mortgage is nearly paid off, you’re earning more money than you ever have in your life, and retirement is right around the corner. That is if you’ve done your planning. You’re 50s should be the time in your life that you see all you have planned for starting to take shape. At this point, you should be feeling confident about your financial position.

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    GenWealth Financial Advisors
  • Money Milestones for your 60s

    Stuff just got real.
    I turned 58 a couple of months ago and discovered that I can see 60 from here.  That is significant for the simple fact that I vividly remember that as a kid I thought that 60 was older than dirt.   But now that I am here, I find that I’m trying to convince myself that those “60 is the new 40” phrases aren’t as ridiculous as they sounded a few years ago.

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    GenWealth Financial Advisors
  • Make Money Moves Not Quarter-Life Crises

    Do you find yourself routinely having conversations with coworkers wishing you made more money so you could buy that 60-inch TV, or take that trip to Fiji, or buy your dream house? You’re not alone; we all have goals and desires, most of which require us to dig into our pockets, or sometimes into our credit card’s pockets, if they had pants.

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    GenWealth Financial Advisors