Generations Advisory Group

06/28/2022

UPDATE! The Power is back on in the office - but the phones are still down! Comcast is working on restoring the connection asap!
Send us an email or a text if you need anything! Apologies for the inconvenience!

06/16/2022

Now is a good time to review your retirement plan. And if you don't have a retirement plan, now is a great time to make one! Let's talk.
https://www.cbsnews.com/news/stocks-drop-retirement-savings-401k-ira-3-trillion-2022/?ftag=CNM-00-10aab6a&linkId=169533479&fbclid=IwAR3qBvj4Fmrhioox1-XtEUCfVv_FoM5ydsU09XpSYX4zdOAITpC6_VRqUv0

With Americans' nest eggs mostly held in 401(k)s and IRAs, the swoon could force many to delay their retirement.

06/14/2022

Experts say, first, don't panic! Having a financial plan in place will help you to avoid making any hasty decisions you may regret later. We're here to help you through these ups and downs. Let's talk.

https://www.cbsnews.com/news/bear-market-stocks-recession-inflation-retirement-what-to-do-401k/?ftag=CNM-00-10aab6a&linkId=169130063&fbclid=IwAR1FW1szAYd3xOwkHrZnTEBmHbYaQzvy1h66cGvzm-1Ze5jpTDh5niVNOrc

With stocks plunging and inflation at a 40-year high, experts offer tips for riding out the turbulence.

05/27/2022

🇺🇸 Thank you to all who have served. 🇺🇸
Our offices will be closed on Monday, May 30th in observance. Wishing you a safe & healthy long weekend.

05/25/2022

Education is key to preparing for life outside of the workforce and reaching your retirement goals. We're here to help you make informed decisions to and through retirement. Let's talk.

When it comes to retirement planning, educating yourself can keep you from making big mistakes. Here are three key lessons that everyone preparing for their golden years should know.

05/19/2022

Did you budget for that? We can help you take a realistic look at the income you will need in retirement. Here’s a look at 10 budget categories where retirees are likely to spend more and some tips on keeping costs in check. Let's talk.

Travel and utilities are just two of the items that will put greater demands on your hard-earned savings once you reach your golden years.

05/02/2022

When you retire, you’ll most likely continue to pay taxes, which can reduce your available income. Fortunately, there are steps that you can take now to minimize your taxation and retain more income later in life. We can help you understand taxes in retirement.
Let's talk.

From 401(k)s (fully taxed!) to Social Security (partially taxed) to Roth IRAs (tax free!) – it’s good to know what kind of tax bills you’ll face in the future. Here’s the tax breakdown on 12 different types of assets.

04/12/2022

If rising prices have you concerned for your own retirement, consider these five inflation-survival strategies. We can help you build a solid retirement plan fit to your goals. Let's talk.

If rising prices have you concerned for your own retirement, consider these five inflation-survival strategies.

03/30/2022

Turn your retirement puzzle into a plan. We can help you lock the pieces in place. Let's talk.

Here are six ways to help lock the pieces in place.

03/29/2022

Learn where retirement budgets are getting hit so you can make financial adjustments as needed. Let's talk.

Learn where retirement budgets are getting hit so you can make financial adjustments as needed.