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
-
A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
-
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
-
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?