Media Releases & Interviews – Genesis Wealth Advisor Group

Genesis Wealth Advisor Group is an independent fiduciary financial planning firm in Marlton, NJ, founded by Scott E. Jones BFA^™ CPFA^® CRPC^® RFC^®. The firm serves multi-state clients in retirement income planning, behavioral finance, estate and legacy planning, and the Genesis Premier Virtual Family Office™ — institutional-level coordination for everyday families and business owners.

Genesis Wealth Advisor Group has been featured in AP News, National Law Review, CEO Times, TodayUS, BizWeekly, USA News, and 450+ media outlets covering retirement income planning, behavioral finance, estate planning, tax strategy, long-term care, and multi-generational wealth coordination — practical strategies for families and business owners navigating complex financial decisions.

We provide Monthly Markets Updates, Commentaries and Educational Content by email to keep clients informed about key economic trends, portfolio implications, and planning opportunities. During periods of heightened market volatility, we increase the frequency of these updates so you receive timely, practical guidance instead of noise.

Published on TodayUS, May 2026. Many families who have saved diligently for decades still feel uncertain about turning those savings into reliable income — because saving and spending require entirely different strategies. This article walks through a three-layer income system: establishing a guaranteed income floor, organizing assets into time-horizon buckets, and optimizing Social Security timing to reduce sequence-of-returns risk and build a retirement paycheck that shows up regardless of market conditions.

Distributed through AP News and 450+ outlets on May 4, 2026. Genesis Wealth Advisor Group announces the Genesis Premier Virtual Family Office™ — a coordinated financial, tax, estate, and protection planning model for families, retirees, and business owners in New Jersey and select states. 

April 2026 - Scott E. Jones BFA™ CPFA® CRPC® RFC® outlines a practical framework for South Jersey families evaluating fiduciary advisors, covering fiduciary duty, independence, fee transparency, and what to look for in a long-term local advisor relationship.

March 2026 - Drawing on DALBAR research, Scott E. Jones walks through the most common 401(k) mistakes and explains how behavioral coaching helps employees build a guided, goal-driven retirement strategy.

February 2026 - Scott E. Jones explains why long-term care is one of the biggest blind spots in retirement planning and shares practical steps pre-retirees can take now. 

January 2026 - Scott E. Jones discusses ways to lock in current tax brackets, coordinate trusts, retirement accounts, and business entities to reduce lifetime tax drag. 

January 2026 - Scott E. Jones covers behavioral finance techniques — automatic savings systems, pre-commitment strategies, and rules-based decision-making — that help investors stay disciplined through market cycles.

Securing the Future: Navigating State Mandates and Retirement Plans with Genesis Wealth — CEO Times, December 2025. Scott E. Jones explains how business owners can respond to state-mandated retirement plans and why a well-designed 401(k) is often the stronger long-term solution.

How Holistic Planning Can Transform Your Retirement — USA News, October 2025. An overview of how integrating investments, taxes, insurance, estate planning, and behavioral coaching creates a more resilient retirement plan.

Back to School College Savings Strategies for 2025 — USA News, September 2025. Scott E. Jones outlines tax-advantaged ways parents and grandparents can fund education while keeping retirement savings on track.

Scott E. Jones Awarded Ethics Approved Status — Press Release, August 2025. Recognizes Scott E. Jones's Ethics Approved status and commitment to transparency, client-first advice, and rigorous professional standards.

Facing a Career Shake-Up? Here's How to Take Control of Your Finances and Future — BizWeekly, August 2025. A step-by-step framework for professionals navigating layoffs, mergers, or career changes — covering cash-flow triage, benefits decisions, and longer-term planning.

Leveraging Flexibility and Tax Benefits: Intermediated Installment Sale Trust vs. 1031 Exchange — USA News, July 2025. A technical comparison of two advanced strategies for business and real estate owners seeking tax deferral and more flexible exit planning. 

Navigating State-Mandated Retirement Plans: Why a 401(k) Could Be the Best Choice for Your Business — BizRecap, June 2025. An in-depth look at how a customized 401(k) can offer more control and better outcomes than default state programs.

Genesis Wealth Advisor Group, LLC Announces Behavioral Finance-Driven Wealth Management Approach — June, 2025. Associated Press, distributed to 450+ news outlets. Introduces Genesis Wealth Advisor Group's behavioral finance-driven planning process.

Date Updated: May 15, 2026