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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Personal Inflation Rate

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

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Newsletters

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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