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

Shows how transfer-on-death designations help avoid probate costs.

Considering some important issues now could provide more options in the event of early retirement.

Explains how future tax rules may impact deductibility of charitable donations.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.