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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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.