Greg Homesley MBA CPA CFP / Homesley Wealth Management

Greg Homesley MBA CPA CFP / Homesley Wealth Management TAXES, ACCOUNTING, FINANCIAL SERVICES a Broker / Dealer, Member FINRA / SIPC. Cambridge and Homesley Wealth Management are not affiliated.

CERTIFIED PUBLIC ACCOUNTANT

CERTIFIED FINANCIAL PLANNER

Registered Representative, Securities offered through Cambridge Investment Research, Inc. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not offer tax advice.

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)
11/21/2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg
10/25/2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.

Negotiating a Great Mortgage in a High Rate Environment
10/20/2023

Negotiating a Great Mortgage in a High Rate Environment

Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.

IRS Changes Inheritance Rules: Protecting Your Legacy
10/11/2023

IRS Changes Inheritance Rules: Protecting Your Legacy

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.

How to Stop Subconsciously Sabotaging Your Financial Goals
08/28/2023

How to Stop Subconsciously Sabotaging Your Financial Goals

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and s...

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
08/14/2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.

Navigating the Post-Cancellation Era of Student Loans
07/27/2023

Navigating the Post-Cancellation Era of Student Loans

In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding student loans? Let's navigate this new financial landscape together.

5 Amazing Places to Retire Outside of the U.S.
07/13/2023

5 Amazing Places to Retire Outside of the U.S.

Would you enjoy your retirement more in the U.S. or abroad?

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer
07/06/2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure you receive a salary that mirrors your worth?

Seven Key Tips for Planning Elder Care
06/26/2023

Seven Key Tips for Planning Elder Care

Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the process entirely painless, the following guidance should be useful on your journey.

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them
06/03/2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if you know these common travel mistakes, you’ll be much better prepared to get away and make it a truly great experience.

How to Boost Your Financial Literacy: 5 Simple Tips for Success
06/02/2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone.1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT h...

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