Genesis Financial Group

Genesis Financial Group Genesis Financial Group is a Texas based practice committed to serving the needs of families.

Many people create beneficiary designations when they open a retirement account, life insurance policy, or investment ac...
09/24/2026

Many people create beneficiary designations when they open a retirement account, life insurance policy, or investment account, then rarely look at them again.

However, major life events can change your intentions over time, including:

✅ Marriage or divorce
✅ The birth of a child or grandchild
✅ The loss of a loved one
✅ Changes in your estate planning goals
✅ Retirement or other major life transitions

Keeping your beneficiaries up to date can help ensure your assets are distributed according to your wishes and can help reduce unnecessary complications for your loved ones.

A beneficiary review doesn't take long, but it can be an important part of maintaining your overall financial plan.

Preparing for maternity leave? Start by finding out exactly how much of your regular pay you'll receive and for how long...
09/23/2026

Preparing for maternity leave? Start by finding out exactly how much of your regular pay you'll receive and for how long.

Once you know the numbers, compare the reduced income with your expected expenses, including medical bills, childcare deposits, baby supplies, and your usual monthly costs.

Look for expenses you can temporarily reduce and consider building up extra savings before your leave begins.

Planning ahead can help you spend more time focusing on your growing family and less time worrying about your next paycheck.

09/22/2026

The leaves are beginning to fall, but your financial goals don’t have to. 🍁

The first day of fall is a great time to revisit the goals you set earlier this year. Have your priorities changed? Are you still making progress? Is there anything you’d like to adjust before the year wraps up?

If your financial plan could use a seasonal check-in, Genesis Financial Group is here to help.

Many parents want to do everything they can to help their children pay for college. While supporting your child's educat...
09/21/2026

Many parents want to do everything they can to help their children pay for college. While supporting your child's education is a meaningful goal, it's important not to lose sight of your own retirement plans.

Remember: there are many ways to fund an education, including scholarships, grants, work-study programs, and student loans. There are far fewer options available to fund retirement.

As you plan for both goals, consider:
✅ Prioritizing contributions to retirement accounts
✅ Creating a realistic college savings strategy
✅ Exploring 529 plans and other education savings options
✅ Reviewing your overall financial goals regularly
✅ Striking a balance between supporting your children and protecting your future

Helping your children succeed is important, but so is ensuring your long-term financial security. A well-balanced plan can help you work toward both goals with confidence.

Your feedback matters to us!If you’ve worked with Genesis Financial Group, we’d love to hear about your experience. Taki...
09/18/2026

Your feedback matters to us!

If you’ve worked with Genesis Financial Group, we’d love to hear about your experience. Taking a moment to leave a Google review helps us continue serving our clients and community with care.

If you’d like to share your experience, leave us a Google review here: https://ow.ly/6ZZ450ZPczV

If one spouse doesn't have earned income, they might assume they can't contribute to an IRA.A spousal IRA lets a working...
09/17/2026

If one spouse doesn't have earned income, they might assume they can't contribute to an IRA.

A spousal IRA lets a working spouse contribute to an IRA on behalf of a non-working (or lower-earning) spouse, as long as the couple files jointly and has enough combined earned income to cover both contributions.

It's a simple way to keep both partners building retirement savings, even when only one paycheck is coming in.

Happy National Guacamole Day! 🥑A great guacamole is all about having the right mix of ingredients. Your financial plan i...
09/16/2026

Happy National Guacamole Day! 🥑

A great guacamole is all about having the right mix of ingredients. Your financial plan isn’t so different.

Saving, investing, retirement planning, and legacy planning each serve a different purpose, but together they can help create a strategy built around you and your goals.

Just like a good guacamole recipe, finding the right mix makes all the difference!

Staying home with kids doesn't mean retirement planning has to pause. A few ways stay-at-home parents can keep building ...
09/15/2026

Staying home with kids doesn't mean retirement planning has to pause. A few ways stay-at-home parents can keep building toward retirement:

• Spousal IRA contributions
• Tracking Social Security spousal benefits
• Staying looped in on any employer retirement accounts from a working spouse

Retirement planning works best when it accounts for the whole household, not just the person with a paycheck.

Social Security is a decision, not just a birthday.You may be eligible to begin receiving retirement benefits at 62, but...
09/14/2026

Social Security is a decision, not just a birthday.

You may be eligible to begin receiving retirement benefits at 62, but that doesn't automatically mean it's the right time to claim.

Before deciding, consider your income needs, health, life expectancy, employment plans, spouse's benefits, taxes, and other retirement assets.

The right claiming age is personal. It should support your broader retirement plan, not simply follow the calendar.

September is shaping up to be a fun month in Amarillo!🍂 Here are a few local events to put on your calendar:• Tri-State ...
09/11/2026

September is shaping up to be a fun month in Amarillo!🍂 Here are a few local events to put on your calendar:

• Tri-State Fair & Rodeo – The fair is back September 18–27! Come for the rodeo action, stay for the fair food, rides, live entertainment, and all the traditions that make this an Amarillo favorite.

• Day of the Butterflies – Celebrate monarch migration at the Amarillo Botanical Gardens on September 12 with butterfly releases, hands-on activities, and the grand opening of the John P. Connell Butterfly Sanctuary.

• Maxwell’s Pumpkin Farm Fall Festival – Ready for fall? Starting September 26, enjoy pumpkin picking, hayrides, a giant corn maze, fall treats, and more than 30 farm attractions.

• Hoodoo Mural Festival – Art, music, and Amarillo culture come together September 26 as Hoodoo makes its debut at its new home, Arts in the Sunset.

What September events did we miss? Let us know in the comments!

Address

7649 Hillside Road Suite 200
Amarillo, TX
79119

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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