Gene Gard

ALL ARTICLES

Personal Financial Planning

Gene Gard

Five ways a financial plan can improve your outlook.

Relax This Summer

Gene Gard

Just don’t relax your financial goals.

How to Prepare for Retirement as a Stay-at-Home Spouse

Gene Gard

Six tips to help maximize retirement funds.

Getting Children Interested in Philanthropy

Gene Gard

Tips to help you pass along your values to the next generation.

Buying a Home?

Gene Gard

Three questions to answer before obtaining a mortgage.

Why Planning for Retirement Is About More Than Money

Gene Gard

Five non-monetary things to consider when planning for retirement.

Money Scripts

Gene Gard

Understanding our beliefs toward money.

Business Risk Management

Gene Gard

Tips to prepare a strategy for your business.

How to Leave Your Legacy

Gene Gard

Planning now will make for a meaningful transition for your heirs.

Five Retirement Tips for Procrastinators

Gene Gard

Strategies to help you get started now.