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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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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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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Do You Need to Adjust Your Tax Withholding?
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?