Welcome to the Genesis Wealth Advisor Group Blog
Each month we post topics that have been relevant to recent client conversations, requests for information, or are in the news. We hope you enjoy the articles and look forward to bringing you new content on a regular basis.
Have an idea you'd like us to discuss? Send us an email: info@genesisadvisorgroup.com.
Your Genesis Wealth Advisor Group Team
Scott Jones, Lynn Smeraldo,
Susan Krouse, William Hurl, JoAnne Jones
Scott Jones, CRPC®, RFC® Mount Laurel, New Jersey Office |
Tuesday, April 10, 2018
Тhе U.Ѕ Тrеаsurу Dераrtmеnt recently updated the tax wіthhоldіng tаblеs fоr payroll in light of the Tax Cuts & Jobs Act or TCJA for short (also known as the Trump Tax Cuts by many people). The tax tables рrоvіdе а frаmеwоrk fоr hоw...
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Scott Jones, CRPC®, RFC®l Mount Laurel, New Jersey Office |
Tuesday, November 14, 2017
This is probably the most common question we are asked about retirement as Financial Advisors. To answer this, it’s important to think about what you’ll need in retirement and start planning BEFORE you retire. Often people...
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Scott Jones, CRPC®, RFC® |
Wednesday, July 12, 2017
For current and soon to be retirees, healthcare costs are expected to pose the single greatest risk to retirement income. A recent study reported a 65-year-old healthy couple retiring in 2015 can expect to pay an average of $394,954 in...
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Scott Jones, CRPC®, RFC® |
Tuesday, June 13, 2017
It’s graduation party season here in New Jersey and across the country, which means many parents are reminded that college is one year closer for their child. Often, parents feel that saving for their kids’ college costs is...
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Scott Jones, CRPC®, RFC® |
Wednesday, May 10, 2017
During periods of uncertainty such as political change, geopolitical conflict or increased market volatility, it can be hard to remain focused on the big picture, especially if you are planning to retire in a few years. While Sir Isaac...
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