Blog

Financial Lessons For Your Teen

The 4 Keys to Effective Investment Diversification

At its core, diversification is deliberate uncertainty recognizing that it is difficult to know with particular subset of an asset class, or sector is likely to outperform another. Broad diversification, done effectively, seeks to capture the returns of different types of investments over time but with less volatility at any one time.

The 4 Essential Elements of a Retirement Plan

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

Year-End Tax Planning Begins Now

With the holiday season looming, it’s not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was once a relatively straightforward tax return increasingly becomes more involved as more tax issues come into the picture.

Should You Take Early Social Security Retirement Benefits?

Most people are aware that they can begin collecting their Social Security retirement payout at age 62, and, in doing so, they are informed that they will be collecting a reduced benefit. And most people also know that, the longer they wait to collect benefits, they will receive a higher monthly benefit.

The Daily Choices of Financial Freedom

If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent where their money is working for them as opposed to them working for money?

Will you be Psychologically Ready to Retire?

For anyone approaching retirement you’ve probably got a checklist for your countdown to the big day.

Do I have enough saved for a long, financially secure retirement? Check.

Did I file the right paperwork at the office? Check.

Is my professional exit strategy in place and ready? Check.

Should You be the Bank of Mom and Dad to Your Adult Child?

What to do when Your Adult Child Comes Looking for a Loan

It’s an unfortunate sign of the times as an increasing number of adult children, caught in the convergence of a sluggish economy, a slow job market, and tight lending, are turning to the Bank of Mom and Dad for financial help.

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

Syndicate content

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

​GWM Privacy Policy

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved