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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!

 

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...

 

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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...