Gene Gard

ALL ARTICLES

Build Your Wealth

Gene Gard

But avoid these misconceptions.

Explaining the Tax Relief Act

Gene Gard

How the changes will work if it passes.

Is a 401(k) Loan Right for You?

Gene Gard

Five reasons to avoid borrowing from your employer-sponsored retirement account.

Business Budgeting 101

Gene Gard

It’s easy to get started.

New Year, New Financial Goals

Gene Gard

Things to consider when reviewing your financial plans.

You Can’t Time the Market

Gene Gard

Is there a way to take advantage of volatility in the stock market?

The Corporate Transparency Act

Gene Gard

Business owners will have a new reporting requirement beginning January 1, 2024.

Retiring Earlier than Expected

Gene Gard

Seven tips to help you navigate an early retirement.

Managing Taxes on Social Security

Gene Gard

These strategies can help you lower your tax exposure.

Five Tax Opportunities in Retirement

Gene Gard

Help yourself in retirement by taking advantage of tax-saving opportunities.