Blog
Welcome to the Genesis Wealth Advisor Group Blog
Each month (sometimes more) we post topics that have been relevant to recent client conversations, requests for information, or are in the news. We hope you enjoy the articles and look forward to bringing you new content on a regular basis.
Have an idea you'd like us to discuss? Send us an email: info@genesiswealthag.com.
I Have a 401(k) at Work — Is That Really Enough to Retire On?
Your 401(k) is a powerful tool, but it isn’t a full retirement plan by itself. This post walks through how to tell if your workplace plan, contributions, and investments are truly enough to support the retirement income you want.
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The Market Is Screaming — Here's Why Your Brain Wants You to Do the Wrong Thing
Learn why scary headlines and market drops trigger your brain to make costly 401(k) mistakes, and how a behavioral finance–driven plan helps you stay invested and on track for retirement in Marlton and South Jersey.
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Ten Money Moves to Make Before the 2025 Tax Filing Deadline
Navigate 2025 tax season with confidence. Discover ten practical money moves—IRA, HSA, 401(k), extensions, deductions, and more—that I’m walking through with clients before the tax filing deadline.
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New Year, New Money Habits: Turning Resolutions into Real-World Results
Most people start the year promising to “get finances in order,” but the ones who actually change their financial lives don’t just set resolutions—they change their behavior. This is written for you if you are already successful, but...
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What Financial Planning Really Means: Why Every Decision Matters
Holistic financial planning connects every part of your financial life—investments, taxes, insurance, and behavior—into one strategy. Discover how discipline and coordinated decisions drive better outcomes.
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Business Owner? Urgent Retirement Plan Compliance: Avoid Fines
Avoid steep fines—NJ and several other state business owners must act now to comply with state-mandated retirement plan laws. Explore 401(k) and SIMPLE IRA options with expert guidance for your business needs.
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Investing Isn’t Just Math—It’s Mindset: How Your Behavior Drives Returns
We see it all the time: Two people with the same income, portfolio, and access to investment information end up with dramatically different outcomes. Why? The answer isn’t just asset allocation or stock picks—it’s behavior. What the...
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