The Gensler Gazette
Discover something new inside our blog. The Gensler Gazette is filled with advice on financial topics written by our expert team.
Discover something new inside our blog. The Gensler Gazette is filled with advice on financial topics written by our expert team.
Plan Your Estate OR… Your State Will Plan it For You
Earlier this year, a client contacted me in regards to an inheritance that she received. She explained that her brother, let’s call him Mitch, passed away unexpectedly in his early
DAN GENSLER RECOGNIZED AS TOP WEALTH ADVISOR BY FORBES
Dan Gensler, Founder and President of Coronado’s investment management and financial planning firm, The Gensler Group, was recognized by Forbes as one of the Best-In-State Wealth Advisors for the fourth
VIRTUAL SYMPOSIUM | Breaking Through The Crisis: Your Health & Wealth Now and in a Post Covid World
On March 10th of 2020, The Gensler Group hosted their annual Wealth Symposium right before Covid-19 rigorously swept across the country and disrupted nearly every aspect of our lives. Now,
Increase Your Future Social Security Benefit
As you near retirement, there are many questions that arise. The biggest question, for most people, is what age to start receiving your Social Security benefit. I often get questions
OUTLOOK 2021 | Powering Forward
More years than most, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market,
The Gensler Group Opens Its Doors as a Toys for Tots Donation Drop Off
With over 12 million unemployed this holiday season, the Gensler Group has opened its doors to the community as a Toys for Tots drop off location through Dec. 16th. Tis
Safeguard your Parents to Prevent Financial Elder Abuse
In 2008, the first baby boomer was eligible to retire early at age 62. Today, 10,000 boomers a day are retiring. In the last few decades, there has been a
Daniel Gensler Honored for Charitable Work with Missionvale USA
Today, The Gensler Group congratulates our President Daniel Gensler, an active Coronado Rotarian, for receiving Honorable Mention in the 14th Annual Invest in Others Awards for his philanthropic contributions to
MIDYEAR OUTLOOK 2020 | The Trail Ahead
AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a
The Gensler Group Awards Coronado High School Senior, Gennifer Lawren $1,000 Scholarship
Is Money The Measure of Success? This is the question answered by Gennifer Lawren, winner of this year’s Gensler Group Essay Contest and $1,000 Scholarship to UCSD. Gennifer was chosen
Stories and Statistics to Help You Stay Invested in the Time of Coronavirus
If you’ve ever been on a roller coaster, you know the feeling. Click. Click. Click. Higher. Higher. Higher. And then all of a sudden you’re at the top of the
Spring Clean Your Finances
Spring is a time of new beginnings, colorful flowers, longer days and the annual deep cleaning of forgotten corners in the home, and with the new restrictions of Covid-19 many
Is Your Retirement SECURE?
Is your retirement SECURE? See how the most sweeping change to retirement planning since the mid 2000’s may affect you or your loved ones. Over the Holidays, congress came together
Tax Questions You Should be Asking.
Every year, an estimated 2 million individuals and families overpay their federal income taxes by an average of $440. Regardless of how you feel about taxes, you are still required
Ease Stress by Simplifying Your Financial Life
According to the American Psychological Association, 72 percent of Americans are occasionally stressed about their finances and 22 percent feel extremely stressed about their finances. One of the biggest culprits
CalSavers: What is it and Why It’s Important.
We hear the headlines all the time, “10,000 Baby boomers are retiring every day” –but how many of those 10,000 boomers are actually ready for retirement? Every year thousands of
College Costs: How to Pass the Stress Test
Congratulations! Your son or daughter was accepted into college –now what? It’s that time of the year again when high school seniors decide which university they will attend in the
Help Jumpstart Your Recent Graduates Financial Independence
Whether you have a high school or college graduate starting their first job, a few basic financial words of wisdom can provide a solid foundation for future financial success. Meaningful
Is a HECM an Option for Me?
I have recently been receiving questions from retirees that are looking for more cash flow. Generally, they enjoy where they live, have a relatively high net worth, but have most
Do You Drive a Mercedes or a Honda?
Would you like the ability to retire years earlier than most? The caveat is that you would have to drive a no-frills Honda Civic versus an exotic luxury Mercedes for
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Copyright © The Gensler Group, LLC, 2020
The financial consultants at The Gensler Group, LLC, are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IN, KS, KY, MI, MT, NC, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA, WI. Investment advice offered through The Gensler Group, LLC, a Registered Investment Advisor and separate entity from LPL Financial.