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  • 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
  • What to do with an Inheritance

    We meet with clients of all levels of wealth and regularly with clients who have received a windfall such as an inheritance. Very often beneficiaries aren’t sure how to manage a newly introduced lump sum of money and so they come to us for advice.

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    GenWealth Financial Advisors
  • Cleaning Up Your 401k

    We’ve been told that we need to save for retirement even though it sounds like it is so far away and that employer retirement plans are an easy way to do it.  We can save through payroll deduction and often times the company will even match a portion of our contribution (free money!).  But what happens when you leave your job, whether it’s to retire or to start a new one?  What should you do?

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    GenWealth Financial Advisors
  • 8 Questions to Ask Your Advisor

    .When you hire a financial advisor, you’re entering a long-term relationship with someone who will know most everything about your financial life. Before entering into that relationship ask them these 8 questions.

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    GenWealth Financial Advisors