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Are you wondering what we are reading about? Well you can read about it in our blog! Whether it’s ideas from the industry or emerging trends in personal finance, you can read about it here. Occasionally we may post about travel tips or tax updates, maybe even a movie review or other surprises. So keep checking in. We will be posting several times a month. We’re glad to have you reading along!

 

Wednesday, June 17, 2020

Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. Provided by Genesis Financial Group Investment firms have a new client service requirement. They must now ask you if you...

 

Tuesday, May 19, 2020

FAQs About the 2020 Stimulus Checks Answers to some frequently asked questions. Provided by Genesis Financial Group The federal government is providing a little economic relief to many taxpayers. The Internal Revenue Service is sending...

 

Tuesday, April 28, 2020

The Federal Reserve’s Unprecedented Moves What they are. How they help. Provided by Genesis Financial Group In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This...

 

Friday, April 24, 2020

Saving Early & Letting Time Work for You The earlier you start pursuing financial goals, the better your outcome may be. Provided by Genesis Financial Group As a young investor, you have a powerful ally on your side: time. When you...

 

Tuesday, April 21, 2020

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benef

 

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Thursday, April 9, 2020

Traditional Vs. Roth IRA Do you know the difference? Provided by Genesis Financial Group Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs,...

 

Friday, April 3, 2020

How Women Can Prepare For Retirement A practical financial checklist for the future. Provided by Genesis Financial When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a...

 

Wednesday, March 4, 2020

Tax Considerations for Retirees Are you aware of these potential tax breaks and tax-saving opportunities? Provided by Genesis Financial Group The federal government offers some major tax breaks for older Americans. Some of these perks...

 

Friday, February 28, 2020

Coronavirus Fear Grips the Markets A Quick Update Provided by Genesis Financial Group It started in China, then spread to South Korea and Japan. Cruise ships have carried it; tourists have transported it. Now it’s in Italy and...

 

Thursday, February 20, 2020

Retirement Is a Beginning See if you are prepared to begin your retirement by answering four key questions. Provided by Genesis Financial Group How do you know you are psychologically ready to retire? As a start, ask yourself four...

 

Tuesday, February 11, 2020

Debunking Common Retirement Assumptions Don’t fall for these misconceptions. Provided by Genesis Financial Group Financial generalizations are as old as time. Some have been around for decades, while others have only recently...

 

Friday, February 7, 2020

Investing for Impact Socially responsible investment strategies and you. Provided by Genesis Financial Group SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a...

 

Thursday, January 30, 2020

The SECURE Act Long-established retirement account rules change. Provided by Genesis Financial Group The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to...

 

Monday, January 27, 2020

New I.R.S. Contribution Limits A look at the maximum amounts you can put into retirement accounts this year. Provided by Genesis Financial Group The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other...

 

Wednesday, January 22, 2020

Health Care Costs Are Cutting into Retirement Preparations This is happening in subtle and not-so-subtle ways. Provided by Genesis Financial Group You may have seen this statistic before or one resembling it: the average 65-year-old...

 

Friday, January 10, 2020

The Major Retirement Planning Mistakes Why are they made again and again? Provided by Genesis Financial Group Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities....

 

Thursday, December 26, 2019

A Retirement Fact Sheet Some specifics about the “second act.” Provided by Genesis Financial Group Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after...

 

Wednesday, November 20, 2019

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019. Provided by Genesis Financial Group What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did...