Michael R. Acosta, Genesis Wealth Planning, LLC

Do you have to pay taxes on life insurance proceeds? What about disability insurance benefits? You can find the answers here.

9 tax questions about insurance What happens when you utilize life insurance or disability insurance? Are you taxed? This article answers those questions.

Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.

Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.

We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.

The mattress dilemma: Where to stash your savings? We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business.

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzheimer’s strikes, would you be ready financially? Let’s find out together. Reducing the risk of dementia

Alzheimer's Awareness Things you can do to reduce the risk of dementia

Successful business trip down to to speak with some Program Directors at on the topic of Planning for both medical students and residents in training.

This Employer Sponsored Benefit is a great offering that gives trainees peace of mind with respect to their personal finances and student loans, allowing them to focus on their training as close to worry free as possible.

This has become a point of contention for many young professionals and career changers in the medical field, especially with every thing that is going on with the plan.

Looking forward to seeing how this relationship will evolve overtime!

It was nice to try out a new spot as well and soak up some sun while Charlotte was rainy today.

Make sure you are reviewing your will to ensure your spouse isn't unintentionally disinherited.

How to avoid accidentally disinheriting your spouse

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.

3 Retirement myths for women

Alright, let’s talk about something that’s inevitable for all of us—no, not just taxes, but death. More specifically, what happens to your assets when you kick the bucket and leave them to someone who isn’t your spouse? Yeah, I know,...

A Step-Up for Heirs: Assets That Get a Boost When You Kick the Bucket

Accumulating assets for retirement is one thing. Do you know how to decumulate too? Learn more about key strategies for spending confidently in retirement.

How can I be a confident spender in retirement? Learn more about key strategies for spending confidently in retirement.

Retirement can open a whole new range of opportunities to make a difference and have an impact on the world.

A retiree’s introduction to volunteering

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Just a moment...

On this day, 23 years ago, the world changed forever. We honor the lives lost, the bravery of the first responders, and the resilience of an American Nation that came together in the face of tragedy.

Let’s take a moment to reflect on the power of unity, compassion, but most importantly the lives of those who accepted the call and laid down their life for hopes of helping and saving others!

May we as an American Nation unite together!

Worried whether your money will run out during retirement? Five ways to strategize so you have enough income to live confidently in retirement.

How to manage your retirement income concerns Five ways to strategize so you have enough income to live confidently in retirement.

How will inflation impact your retirement? Learn how to factor inflation into your long-term financial strategy.

How to consider inflation into your retirement strategy

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

To live the retirement you want you need to plan ahead and work to save enough money to cover your costs. Taking these steps may help.

How to get your finances ready for retirement To live the retirement you want you need to plan ahead. Taking these steps may help.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

How much could you receive from Social Security? Here’s what to expect.

Just a moment...

What steps might help you sustain and grow your retirement savings? This piece explores them.

Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now.

Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Help Make Your Retirement Assets More Valuable Advanced Planning Strategies Explained

Finding the proper for your means knowing what is covered by the association’s insurance.

A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.

A may make sense, but you need to set proper expectations.

Making Sense Of A Home Warranty Understanding the value of a home warranty.

The market is an important component of the overall economic outlook. It not only provides shelter but it also offers the opportunity to a growing asset. In many instances it's one of the biggest assets one a families . Here are some great insights pertaining to the current market.

Economic Perspectives: Housing | City National Bank Let’s talk about housing. Housing is an important aspect of the economy. It provides shelter at the primary level, but it’s also an asset, and for most American homeowners, it’s the most valuable asset that they have. The value of a home has grown significantly since the pandemic, a much faste...

Whether you’re just starting your career or in your peak earning years there is never a bad time to save. Learn how to optimize and protect your savings.

Now is prime time to save Whether you’re just starting your career or in your peak earning years there is never a bad time to save.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.

Key Takeaways A slowing Job market resurrected recession fears and set the path for interest rate cuts. History tells us stocks have fared well despite the Fed's poor track record in avoiding recession. After unusually calm markets,...

On The Mark - What Happens to Stocks After the First Rate Cut?