The Beginning to your Life Planning...

Our mission at Genesis Wealth Group is to guide our clients to achieve their long-term goals in order to obtain financial independence for both themselves and their families. We offer a variety of financial advisory services and strategies to ensure that you will maintain a healthy financial future. Through these services, we hope to allow you to live a lifestyle of your choosing.

 

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

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