Generational Asset Planning

09/24/2026

How much should you really have saved by your 30s and 40s? Most workers save less than the recommended 15% for retirement, and the gap often starts early. Raising contributions in your 20s or 30s gives your money more years to grow.

How much should you really have saved by your 30s and 40s? Most workers save less than the recommended 15% for retirement, and the gap often starts early. Raising contributions in your 20s or 30s gives your money more years to grow. Debt, retirement plan loans, and cash-outs after job changes can ma...

09/23/2026

Are You Ready for Open Enrollment? 🩺📋
It’s closer than you think.

Open enrollment is a great time to review your health coverage, assess your family's needs, and make sure your benefits align with your goals for the year ahead. Taking a few moments now can help you make informed decisions and avoid last-minute stress.

A little preparation today can lead to greater confidence and peace of mind tomorrow.

09/21/2026

“We make a living by what we get, but we make a life by what we give.” ― Winston Churchill

What we give to others often matters more than what we gain for ourselves. Generosity, kindness, and compassion create a life of purpose and meaning. Give freely. Live fully. 🤝

🌟 www.genassetplan.com

09/17/2026

Asset protection is the final line of defense, behind risk management, insurance, and litigation settlement. Focus first on risk and insurance.

09/15/2026

📚💡 Knowledge is an important part of the financial planning process.

Staying informed can help you make more confident financial decisions. Our Reading Resources library provides access to educational articles and insights on a variety of financial topics, including retirement planning, wealth management, estate planning, and tax considerations.

Explore our educational resources:

👉 https://www.genassetplan.com/reading-resources

09/14/2026

“The simple act of caring is heroic.” — Edward Albert

Caring for others is a strength. A kind word, a helping hand, or simply being present can make a lasting impact. Choose compassion. Spread kindness. 🤝

Learn more here: www.genassetplan.com

09/10/2026

Today’s retirees are spending far more than their parents did.

09/09/2026

Are You Prepared for Year-End Taxes? 📊✅
The end of the year can arrive faster than expected. Now is the perfect time to review your finances, organize important documents, and explore potential tax-saving opportunities before deadlines approach. A little planning today can help reduce stress, maximize available benefits, and keep you on track for your financial goals.

09/07/2026

Today, we recognize the hardworking individuals whose dedication helps build stronger families, businesses, and communities. Wishing you a well-deserved day of rest and celebration. Happy Labor Day from the team at Generational Asset Planning.✨

09/03/2026

If you're looking at the stock market's rally to record highs in August, you might be wondering whether it's time to pile in or pull back.