Genesis Wealth Advisor Group, LLC

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Monthly Market Insights | June 2024 U.S. Markets Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating. The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nas...

A disability could keep you from work and increase costs. How can you protect yourself?

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

"I cherish the memories of a question my grandson asked me the other day when he said, 'Grandpa, were you a hero in the war?' Grandpa said, 'No, but I served in a company of heroes.'" - Major Richard Winters

Word of mouth marketing is a powerful tool that can build brand awareness, increase customer loyalty, and ultimately drive sales. Learn more about this cost-effective way to promote your small business.

Word-of-Mouth Marketing: Build Effective Strategies Word-of-mouth marketing is a powerful tool for ecommerce businesses. Learn how to build an effective WOM marketing strategy.

Compare your taxable investment to a tax-deferred one. The results may surprise you.

Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.

\$100 not spent is more like \$143. Intrigued?

Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

There are benefits and limitations when you decide to donate stock. Learn more from our message.

Making a Charitable Contribution There are benefits and limitations when you decide to donate stock.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

Marketing your business is essential to its success. Here are some of the best marketing techniques to grow your small business.

7 Marketing Ideas for Growing Your Small Business in 2024 Struggling to grow your small business, gain more customers, and build a strong brand image? Try these 7 marketing tips in 2024.

It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

"The only things certain in life are death and taxes." Benjamin Franklin

The Other Sure Thing Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money.

Attention small business owners! Want to promote your business effectively? Create a marketing plan that targets your audience, sets measurable goals, and uses the right channels to reach them. Here’s how.
https://www.sba.gov/business-guide/manage-your-business/marketing-sales

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

On this Memorial Day, we remember those who gave their lives for our country. Let us honor their memory by striving to make the world a better place.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

As the pace of change continues to accelerate, how can business owners set themselves up (and their organization) for success? One of the most important steps is ensuring you have a solid succession plan in place. Read on for the benefits it offers.

What Is Succession Planning: How To Get Started | Gloat Succession planning provides organizations with actionable steps to make sure they have the talent needed to outpace the competition for years to come.

Learn how work, and how they can help you save money.

How Insurance Deductibles Work Knowing how insurance deductibles work can help you save money.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

For many, retirement seems like a long way off, but TIME moves so quickly. And, TIME is one commodity you can never get back, especially when it comes to helping grow your money! If you aren’t confident your financial plan is properly positioned, ask us for a free analysis!