Serving successful families and businesses since 1982.


Top 5 Things 20-Somethings Need to Do

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

Surrendering the Lead

Independence, delegation and knowing when and how to find a balance.

By: Kathy Longo, CFP®, CAP®, CDFA

This past April, my family and I went to Spain to visit my oldest daughter, Maddy. She was spending a semester in Barcelona and that was a great incentive to take a European vacation. As a planner, it should come as no shock that I often plan my vacations fairly meticulously. I like to know where I’m going and, typically, lead the way. There was something very different about this vacation though, and it taught me a great deal about the freedom of letting go and the opportunities it can open up. When we arrived, we started the trip spending a few days in Madrid, then took a bullet train to Seville for a few nights during Holy Week before flying up to Barcelona.

Insurance for the Small Business Owner






What kind of coverage do you need, and why?

Do you own a small business? Are you starting one? What kind of insurance should you have? Truthfully, you should consider (and preferably have) three kinds of insurance for your business and its assets.

Putting Real Estate Or Gold In Your IRA

CEO of BlueSky, David Blain, CFA talks about the risks associated with putting income-producing real estate in an IRA. Many investors would like to diversify their IRAs by investing in beyond traditional stocks, bonds, ETS, etc. as shown in the following article from U.S. News & World Report.

Do you have a hankering to diversify beyond the typical stock, bond and exchange traded-fund holdings that generally comprise the bulk of one's retirement investments? For the more entrepreneurial minded and adventuresome investor, the self-directed individual retirement account is an option that anyone can use to invest in alternative assets such as rental real estate or gold. (full article)

Market Update: March 29, 2016

The U.S.

Born on or before April 30, 1950? Don’t miss window of opportunity to file and suspend Social Security benefits

There is a lot of flexibility built into the Social Security retirement benefit system allowing people to choose when to start their retirement benefits — but some of that will soon change. On November 2, 2015, President Barack Obama signed legislation that places limits on certain options such as “file and suspend.”  

AdvisoryWorld Releases Short Video on "Joe Advisor" and Benefits of Attending the T3 Conference

Take a look at this short (and fun!) video from AdvisoryWorld Financial Technology. It points toward the value of attending the T3 conference as a financial advisor ... in this case "Joe Advisor" and showcases a couple of T3's long-time sponsors.

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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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