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.
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 shift from defined benefit retirement plans to defined contribution plans. This change has put the responsibility of managing money in the hands of our aging …
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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 Missionvale USA. As a result, Missionvale USA will receive a $1,000 donation from Invest in Others in his honor. The Invest in Others Charitable Foundation …
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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 pandemic that continues to impact all of us, our communities, and our economies. Together we’re looking ahead for new ways to face these challenges and …
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 from 79 applicants judged on best composition based on originality, thesis statement, structure and introspection. Congratulation’s Gennifer Lawren, we wish you much success! Here is …
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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 roller coaster and about to start the first big drop. Now as you are hurtling down with a face full of wind, what is your …
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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 have entered a full blown cleaning frenzy with every inch of their “shelters” already sanitized. So, what could be left to clean? Before, you put …
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 to pass the bipartisan SECURE Act. It is the most sweeping retirement reform bill since the mid 2000’s and its intended purpose is to strengthen …
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 to pay. However, there is no reason to pay more than what is required. Accountants are extraordinarily busy during tax season and as a result, …
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 for financial stress is the creation of unnecessary complexity. When we get busy, we tend to procrastinate and put our finances on the back burner. …
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 Americans begin retirement, but unfortunately many are woefully underprepared and have not saved enough for retirement. Many in Public Policy recognize this trend as unsustainable, …
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 Fall of 2019. While students are stressed out by the biggest decision of their young adult lives, their parents are stressed for the same reason …
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 conversations with a recent graduate about money can pay huge dividends for your child and yourself. The less monetary assistance you need to provide, the …
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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 of their wealth tied up in their paid-off home. So, what is a retiree to do in such a situation? One solution is to look …
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 your entire life? Do you still want to retire earlier? A few years ago, I was with a client who was considering retirement as she …
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Copyright © The Gensler Group 2020
The financial consultants at The Gensler Group 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, a Registered Investment Advisor and separate entity from LPL Financial.