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  • Being SMART With Your Money in 2019

    At some point, everybody has started a new year with a New Year’s resolution, and most of them are broken well before the end of January. We typically set big, vague goals like getting healthy, losing weight, being better with our money, etc. Since we have no way to measure our success and, therefore, nothing to celebrate, we quit. Let’s talk about how you can truly change that in 2019.

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    GenWealth Financial Advisors
  • 5 Questions to Ask Before You Retire

    It’s hard to know when is the right time to retire. The fact of the matter is there is no do-over in retirement, and sometimes that makes it difficult for a person to say with confidence, “I’m ready!”. A retirement checklist can help take the emotion out of decision making with the idea being that you can say with assurance you are ready to take the leap into retirement.

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    GenWealth Financial Advisors
  • 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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    GenWealth Financial Advisors
  • 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