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.

The following articles feature Scott Jones, financial advisor and founder of Genesis Wealth Advisor Group, LLC, as a quoted expert source. These are independent editorial placements — not press releases or sponsored content.

FinanceBuzz | August 19, 2026

Scott E. Jones was quoted in FinanceBuzz's August 2026 feature interviewing three retirees about their Social Security claiming decisions and what they'd do differently. The article walks through early filing at 62, filing at full retirement age, and delaying to 70, then turns to the planning question underneath the math. Scott's contribution reframes the standard break-even calculation as one input among several, arguing the right claiming age depends more on health, spousal coordination, other income sources, and portfolio capacity than on any single arithmetic exercise. The piece was syndicated on AOL Finance, extending reach into the broader consumer portal audience.

"The break-even math alone never wins the argument. Emotion, longevity assumptions, and portfolio capacity do. The right answer depends on the client's health, their spouse, their other income, and what they actually need the money to do."

— Scott E. Jones, BFA CPFA CRPC RFC, Genesis Wealth Advisor Group

NTD | July 8, 2026

Scott Jones, financial advisor and founder of Genesis Wealth Advisor Group, is quoted throughout this NTD News article examining proposals to raise or eliminate the Social Security payroll-tax cap on high earners. Scott explains the actuarial reality behind the ideas — how much of the funding gap each option actually closes — and argues that any credible fix needs a phased schedule and a built-in mechanism to recalibrate the program on a regular basis rather than letting it drift for decades.

"Social Security should be maintained the way a well-run pension is maintained, reviewed on a schedule, adjusted in small doses, never allowed to drift for 40 years again."

— Scott Jones, Financial Advisor and founder of Genesis Wealth Advisor Group, LLC

USA Today | June 4, 2026

Scott Jones, founder of Genesis Wealth Advisor Group, is quoted on the safety of budgeting apps and linking financial accounts — noting the model has been stress-tested and holds up well when clients stick with established names.

"When families ask me if linking accounts is safe, my honest answer is yes generally, when you stick with established names."

— Scott Jones, Genesis Wealth Advisor Group

USA Today | June 1, 2026 

Scott Jones was featured as a financial expert in this USA Today article exploring whether artificial intelligence tools can replace traditional budgeting. Scott is quoted on the role of AI in automating spending tracking, the limits of algorithm-driven financial decisions, and why meaningful budgeting ultimately comes down to personal values — not data alone.

"Every meaningful budgeting decision is really a values decision. An algorithm doesn't know your family, your health, or what actually matters to you."

— Scott Jones, Financial Advisor and founder of Genesis Wealth Advisor Group, LLC

Genesis Wealth Advisor Group has been featured in USA Today, 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, Social Security claiming 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.

Good Morning US | August 4, 2026

Too many people reduce the Social Security claiming decision to a single break-even age — the year at which waiting "pays off." In this piece for Good Morning US, Scott makes the case that timing is really a planning decision shaped by taxes, spousal and survivor protection, the earnings test, portfolio longevity, and what your money is actually for — not a lifespan bet. He walks through why "wait until 70" isn't universal advice, when claiming earlier makes sense, and how to build a flexible strategy that holds up even as reform headlines come and go.

The Leader Report | July 30, 2026

Scott E. Jones of Genesis Wealth Advisor Group was featured in TheLeaderReport.com with a guide to handling your 401(k) when you leave a job. The article walks through the main rollover options — leaving the money in the old plan, rolling to a new employer's plan, or moving to an IRA — and explains the tax mechanics workers most often get wrong, including the 20% withholding trap, the 60-day rule, and the one-rollover-per-year limit.

NYReview | July 1, 2026

Genesis Wealth Advisor Group was featured in NYReview.com discussing RetireReady NJ and the planning decisions New Jersey business owners may need to evaluate as the state retirement program expands. The article explains how business owners can compare the state program with private retirement plan options, including 401(k) plan design, employee benefits, fiduciary considerations, and long-term planning goals.

National Law Review — AP News, and 450+ news outlets | June 16, 2026

Genesis Wealth Advisor Group announces a charitable sponsorship of Hook, Line, and Warriors, a South Jersey nonprofit providing free therapeutic fishing experiences for military veterans and first responders. The sponsorship was made in honor of founder Scott E. Jones's father — a veteran who passed his love of fishing to his family.

Leadr Magazine | June 4, 2026

A look at the 401(k) advice gap and why workplace retirement accounts deserve more than default settings. Scott explores when and how employees can access professional 401(k) guidance before retirement — and why starting the conversation early matters for retirement income planning.

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. 

CEO Times | 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.

USA News | 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.

Biz Weekly | 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. 

Today US | 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. 

Biz Recap | 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:  August 19, 2026