Serving successful families and businesses since 1982.

Tax Deductions

Tune into Life in HD to Hear Kathy's Thoughts on How Women Can Improve Their Approach to Personal Finance

Here at Flourish, we are big proponents of women taking a more active role in their financial plans. Listen to the Life in HD podcast to hear Kathy's thoughts on how women can reevaluate their approach to their finances instead of leaving all the planning to a spouse or partner.

President George H.W. Bush on Respect

With one of the most impressive resumes of any President, Mr. Bush was also a firm believer in hand-written notes

George Herbert Walker Bush was born in Massachusetts and raised in an affluent Connecticut suburb not far from New York City.

Your 2019 Financial To-Do List

2018 Tax Changes You Need to Know

As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan.

Top 7 Ways to Save Money

Even with a thriving economy, many Americans continually struggle to save money.  While it’s certainly tempting to spend that extra cash, socking it away for the future in an IRA or investing in stocks makes much more sense. Try out a few of these tips, and you may find yourself with extra money to put aside for college or retirement.

What You Should Keep in Mind Amid Market Volatility

If you invest in the markets, the first two months of 2018 showcased the true rollercoaster nature of the Dow, Nasdaq, and S&P 500. After breaking record after record in 2017, the markets entered 2018 on a tear. However, February 2018 brought sharp drops as the markets officially entered correction territory.

Tax Deductions Gone in 2018

The Financial Planning Implications of the Tax Cuts and Jobs Act of 2017

two cents.png

12/20/2017 Podcast:

The Financial Planning Implications of the Tax Cuts and Jobs Act of 2017

Syndicate content

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.

Geneos Privacy Policy


Website Design For Financial Services Professionals | Copyright 2019 All rights reserved