Training Efficient and Effective Cash Flõ Decision-Making

My goal is that you always have your money flõ to the things most important to you.

To do this, you must follow the golden rule of cash flõ...

Watch It, Manage It, and Most of All...ENJOY IT!

-Karol Lunsford, CFP®, MBA

Securities and Advisory services offered through Geneos Wealth Management. Member FINRA, SIPC.

Newsletters

Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators