Training Efficient and Effective Cash Flõ Decision-Making

My goal is that you always have your money flõ to the things most important to you.
To do this, you must follow the golden rule of cash flõ...
Watch It, Manage It, and Most of All...ENJOY IT!
-Karol Lunsford, CFP®, MBA
Securities and Advisory services offered through Geneos Wealth Management. Member FINRA, SIPC.
Newsletters
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
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Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Accumulation
Estimate the future value of your current savings.