As we prepare to enter a new year, it’s incredibly important to know that December 31 is the deadline for anyone looking to optimize their financial situation. If this is you, I’m going to walk you through some critical money moves to consider before the ball drops and it’s 2025.

The holiday season can be one of the best times of the year for spending time with family. For most people, though, this time of year also brings pressure to spend money. Believe it or not, it’s possible to have a happy holiday season without blowing the wheels off your budget bus.

As you are likely aware by now, the Supreme Court ruled 6-3 against the Biden Administration’s student debt relief plan which would have benefitted over 43 million student loan borrowers. Where do we go from here and what can you do if you can’t afford your payments? Find out in this special blog entry from our CERTIFIED FINANCIAL PLANNER™ professional John Howe-Wemett.

If there’s one thing that we’ve learned from helping hundreds of families with their finances it’s this: no two financial situations are the same.

Even though that’s the case, there are still a few universal concepts that we feel are important for everyone to understand as they interact with money.

Our CERTIFIED FINANCIAL PLANNER™ professional John Howe-Wemett breaks down five of those concepts in this entry for the Generation Capital Management blog!

Most tax topics are universal to folks in every generation, but each generation has unique financial planning intricacies that are important to address. In his blog post for March, John Howe-Wemett, CFP®, M.S. discusses some tax considerations that may be particular to the Millennial generation.

Being debt-free is a noble goal, but how do you decide if it’s better to pay down your debt or contribute more to your savings? Check out this blog post from GCM’s CERTIFIED FINANCIAL PLANNER™ professional John Howe-Wemett for some things to consider when you’re trying to be efficient with your money.

Some of us have a habit of avoiding our money, and it's time to change that. In his blog this month, Generation Capital Management's Financial Planner John Howe-Wemett, CFP®, M.S. is here to share three reasons why January may be the best time of the year to get back to our financial best!

There are three areas that I’ll focus on: your employer-sponsored retirement plan, healthcare plan, and the “extra” goodies that you’ll want to watch out for.

Your emotions permeate EVERY decision in your life that has to do with money. I would even go as far as to say that failing to understand your emotional relationship with money would be the number one mistake that someone can make when it comes to their finances.