When should people start investing? That is a common question that comes up in many of my conversations. The simple answer is now.

The amount you need saved depends on a multitude of factors. Every household has different goals in retirement, spending levels, health concerns, social security benefits, estate goals, and a bunch of other deeply unique considerations that make a universal “savings goal” a complete waste of time.

Retirement plans have grown in popularity over the past ten years. GCM's President, Scott Nasca took the opportunity to break down the investment side of the plan in this weeks blog.

The anxiety that can be caused by the thought of our own death or that of a loved one can be debilitating. It makes sense, then, that we often put off solidifying our end-of-life plans with our loved ones.
In this blog post, our resident CERTIFIED FINANCIAL PLANNER™ professional John Howe-Wemett discusses some of the things keeping us away from the estate planning table in an effort to lower our anxieties.

The methods of buying in larger quantities to save on costs per unit and stepping down in quality in order to save on price, are just a few examples listed.  Most people have never experienced inflationary pressures currently in the marketplace.  You have to go back to the 1970s to see these types of price hikes and the pain that it is causing to working Americans. 

Generation Capital Management is a Registered Investment Advisor. What does that mean and what are some of the advantages to working with a Registered Investment Advisor versus another type of financial advisor? In his blog, John breaks down the advantages that working with a Registered Investment Advisor can provide for you and your family.

M&A has set its mark on the RIA space in Rochester.

Finding room in your budget to save isn't easy no matter where you are in your financial journey, but it's incredibly important. John Howe-Wemett, CFP®, M.S. is here with a few of his top tips that anyone can follow to help create some space for savings. And, of course, he's included some extra financial wellness tips at no extra charge!

Two years ago, shortly after joining Generation Capital Management (GCM), Scott and I sat down to define GCM’s purpose beyond the standard mission of a typical wealth management firm. On the top of my list: finding effective ways to engage with women about finance.