Serving successful families and businesses since 1982.



Did You Hear What Just Happened With Social Security?

Do You Have a Debt Wish? What Happens to Your Debt after Death

Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact that nearly 60% die without a will is a strong indication that they’ve given absolutely no thought to it.

Protecting Your Elderly Parents from Falls

An Inherited IRA (Updated 2015)

Your Annual Financial To-Do List - 2016

Your Year-End Financial Checklist - 2015

Is Your Company's 401k Plan as Good as It Could Be?

Is America Prepared to Retire? (Updated 2015)

The New Gradual Retirement

Protecting Yourself Against Cyberattacks (Updated 6/2015)

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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