Gem Wealth Planning Group

09/02/2026

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

08/31/2026

☀️ As summer winds down, it's a great time to reflect, reset, and refocus.

Whether you're wrapping up vacations or gearing up for new goals, the transition into fall brings fresh opportunities.

Here's to finishing the year strong and embracing what's next!

🍂 What fall traditions are you looking forward to the most? List them below! 🍂

08/26/2026

Get ready for some slobbery kisses… it’s National Dog Day! Dogs are one of the most popular pets on the planet, and while they might not be our whole life, they make our lives whole. Let’s see some pictures of your sweet pups!

08/25/2026

Don’t set and forget your retirement plan! It’s not static. So how often should you review your plan? Here are some reasons on why regularly checking in on your retirement plan can help you work toward financial independence.

Retirement planning is about setting goals for your retirement income and creating an investment and savings strategy to reach those goals.

08/20/2026

Estate planning is serious business. One wrong word or one missing signature can change the entire intent of a will or trust! Need an estate attorney but not sure where to start? Give this article a read, then reach out to us!

Everyone needs to create some form of estate plan in life, whether it's for yourself or a loved one like a parent. Learn how to talk about and plan your financial legacy.

08/19/2026

08/15/2026

Wondering if a tax professional should be part of the team that helps you achieve financial independence? Here are a few ways they can help and reason you may want to have one on your team!

The number one reason you want to hire a tax professional is that the tax professional comes with professional knowledge.

08/10/2026

A key step in becoming financially independent is taking advantage of valuable financial resources your employer might have to offer. These benefits can be powerful tools for saving for retirement and protecting your health. Know how to maximize yours!

Fringe benefits are offered in addition to employee compensation. Examples include paid time off or a company car.

08/08/2026

In ancient times, cats were worshipped as gods. They have not forgotten this. On August 8th, celebrate International Cat Day by treating your feline friends like the royalty they know they are, with an abundance of treats, fuzzy toys and catnip!

08/06/2026

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to talk to them about money!

💬 Whether it's learning to budget, building credit, or understanding paychecks, a little financial education at home sets the stage for smart choices later.

🤝 Parents + students: Let's use this time to help build habits that last well beyond graduation. Reach out today or tag a friend below!