Motivational Monday “And in the end it's not the years in your life that count. It's the life in your years.” – Abraham Lincoln
Generational Asset Planning
Financial Services
Santa Fe, New Mexico 1 follower
Helping Families and Individuals Seek to Build and Transfer Wealth to Current and Future Generations.
About us
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. sipc.org The financial professionals associated with Generational Asset Planning may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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www.genassetplan.com
External link for Generational Asset Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Santa Fe, New Mexico
- Type
- Privately Held
Locations
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Primary
810 Calle Mejia
Suite 102
Santa Fe, New Mexico 87501, US
Employees at Generational Asset Planning
Updates
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Periodically, companies will report massive data breaches, some impacting billions of records that contain personal information such as names, addresses, and Social Security numbers. Depending on the situation, it is possible that your information was compromised. Companies will often reach out to alert consumers about this potential risk once a data breach has been confirmed.
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Motivational Monday “Don’t let your learning lead to knowledge. Let your learning lead to action.” - Jim Rohn #MotivationalMonday
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Market uncertainty occurs when investors find it challenging to analyze current and future market conditions due to market volatility. Various factors, such as inflation, central bank policy changes, interest rate fluctuation, investor behavior, unemployment news, and industry buzz, can cause market volatility.
Overcoming Market Uncertainty: Financial Strategies for Retirement Savers
lplmarketingsolutions.advisorstream.com
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Motivational Monday “Every financial decision should be driven by what you value.” – David Bach #MotivationalMonday
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Until recently, college student-athletes were considered amateurs and prohibited from receiving monetary compensation. However, the NCAA has introduced Name, Image, and Likeness (NIL) rules that now allow student-athletes to be monetarily compensated for their brand.
Playing It Smart: A Guide to Understanding NIL for Athletes and Parents
lplmarketingsolutions.advisorstream.com
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There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances. At first, your parents might be resistant to this, believing they can still manage their financial lives. To avoid a potential misunderstanding, it is critical that you clearly communicate your concerns. Some of these red flags to be aware of include: • They are making odd purchases or being careless with their money, which is out of character. • Creditors are beginning to call. • Scammers are targeting them through phone, snail mail, and email and you believe they are vulnerable. • They struggle with normal behaviors, such as balancing their checkbooks or forgetting to turn off the stove and lock their doors at night. This is a difficult time for everyone involved. But the sooner you take action, the easier it is to mitigate unfortunate events from occurring and for you and your parents to start adjusting to the changes. Consider these practical steps for helping your parents plan their finances: 1. Collect and organize financial and legal documents. 2. Keep a separate record of important account numbers. 3. Stay organized and keep your parents' finances separate from your own. 4. Stay vigilant against identity theft and scams. 5. Talk to them about Power of Attorney. 6. Consult a financial professional.
Aging with Financial Security: Practical Steps for Planning Your Parents' Finances
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When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third generation. In the United States the saying goes, “from shirtsleeves to shirtsleeves in three generations.” In China it is said, “rags to rags in three generations.”
From Riches to Rags in Three Generations: Managing Generational Wealth Checklist
lplmarketingsolutions.advisorstream.com