Serving successful families and businesses since 1982.


Medicare: Summary of Coverage

Turning 65 means you’re now eligible to receive Medicare benefits. But sorting through the Medicare alphabet can be challenging. How do you get started and what do you need to know before you enroll?

Fantasy Football and Investing

Don’t treat your investments like a bad coach runs a football team

Financial Literacy for Children

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living away from home with little financial guidance available.

Automobile Extended Warranty

You’re on the verge of completing your paperwork when the dealer hits you with one more option: an extended warranty. While the thought of never having to pay for auto repairs as long as you own your car is definitely appealing, there’s a lot that auto dealers are not telling you when it comes to extended warranties.

Financial Tips for Widows

Widows are one of the fastest growing demographic groups in the United States, with 11 million women and growing. The death of a spouse is one of the hardest things a person can go through. Along with all the emotional struggles of losing a spouse, many times it also brings major financial changes.

Avoid Pitfalls when Planning for Retirement

By: Kathleen Longo, CFP®, CAP®, CDFA

Planning for retirement can be a source of confusion or anxiety for many people. Retirement can be fraught with uncertainty given the fact that many people will face a long retirement period of 25 years plus. While many factors need to come together to make a cohesive and sustainable long-term plan, the biggest concern most people face is the fear of making financial mistakes or decisions based on emotion as they plan for this next stage of life.  Here are some ideas for decreasing anxiety and increasing clarity on the road to sound retirement planning.

5 Places Deal-Savvy Travlers Should Visit in 2017

By Caty Hill


New Zealand

Mid-Life Divorce – Challenges and Opportunities Through a Difficult Transition

By: Kathleen Longo, CFP®, CAP®, CDFA

In recent years the number of people getting divorced in their fifties and later has been climbing—rather steeply. According to a recent study, one in four divorces are initiated by couples over the age 50.[i]

If a divorce occurs close to retirement it can be incredibly challenging to recover from a loss of assets and, according to Susan Brown, author of Gray Divorce: A Growing Risk Regardless of Class or Education, a study on the rising rates of divorce among older generations, older divorcees have only one fifth of the wealth than those who stay together have. Finding ways to end a mid-life marriage that will not substantially reduce your net worth is critical to having financial stability after your divorce is finalized. 

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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, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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