The Blog

As a business owner, you think more about your business than you do yourself. Small business owners have recently been putting together 401(k) plans for themselves since 2001 when federal tax laws made it more...Read More

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage....Read More

When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for...Read More

Our philosophy revolves around the definition of true wealth. What is true wealth? At Genesis Financial Group, we define true wealth as what money cannot buy and what death cannot take away. The fact is, we live...Read More

At Genesis Financial Group we believe in having a plan for managing your money. By building a relationship with our clients we are able to custom build a portfolio based on what that client is striving to...Read More

The way an investor feels about risk can be different based on the individual. These feelings can also change with time. Risk is inherent when investing, but at Genesis Financial Group we believe that by developing a...Read More

"Good fortune is what happens when opportunity meets with planning." - Thomas Edison, inventor A comprehensive, written financial plan is like the map to a journey. Without it we don't know if we are avoiding...Read More

Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is...Read More