Education Planning

Plan For Your Kid(s) Future!

The gift of higher education is the most life-changing gift an investor can make for their children or grandchildren. At Genesis Financial Group we have found that there are strategies that can help our clients save more effectively for a college experience. Most parents want to provide higher education for the children, but where to start?

A well-built education plan allows our team to model the needs for a child's education goal. The models even account for which institution your child may want to attend.

By combining our scenario and modeling capabilities with the investment techniques we use to help investor's with their other goals, Genesis Financial Group has the ability to partner with families and work towards realizing the goal of higher education.

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Emergency Funds 101: How Much You Need and How to Build It Fast

In today's uncertain economic climate, having an emergency fund is not just a financial recommendation; it's a necessity. This guide will explore the critical aspects of emergency funds, including how much money you...Read More
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The Psychology of Spending: Understanding and Controlling Your Financial Behaviors

In today's consumer-driven society, understanding the psychology behind our spending habits is more crucial than ever. Whether it's impulse purchases, retail therapy, or spending on experiences, the dynamics of how...Read More
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Sustainable Finance: Integrating ESG in Wealth Management

Sustainable investing is a new emerging investment strategy. In this strategy, you can invest specifically in environmental, social, and government-responsible companies that prioritize these elements in their...Read More

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