(Video) NextGen Wealth - Not Just For the Rich and Famous

Are you thinking about working with a financial planner but just aren't sure if it's a good fit? Check out this video where we cover all the value we provide for our client's and distinguish how we're different (in a good way) from other wealth management firms. We think you'll agree. Contact us if you any questions and don't forget to take advantage of our free check-up of your financial health.

https://youtu.be/Pp6ZvyyNUew

The Ultimate Health Savings Account Infographic

Check out our Ultimate Health Savings Account Guide Infographic. We think it's pretty awesome and sums up the true power of an HSA. For more information, check out our Ultimate Guide to Health Savings Accounts.

Is Passive Income Right for You?

If you’re like most people, you work a lot. These days, a growing number of Americans are working multiple jobs. Either the gigs are all part-time, or people are working on side hustles to earn extra income. 

One of the issues with the standard model of earning money is that you have to work for it. This is what’s called active income. You put in the hours, and you get a paycheck at the end of it. The more work you do, the more money you make. 

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How To Become A Millionaire In Your 20s

What would you do if you had a million dollars? This is a question that most people fantasize about, but few can make it a reality. For the most part, becoming a millionaire seems like a far-fetched goal, at least something that you can’t obtain in your early life or career - right? 

The fact is that making it to your first million doesn’t take a stroke of obscene luck like winning the lottery. As long as you make the right moves, you could potentially be earning seven figures before you turn 30. 

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The NextGen Wealth Weekly Roundup August 2, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week!

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How To Have a Happy and Healthy Retirement

You’ve put your time in, and now it’s time to enjoy the fruits of your labor. Retirement is all about taking it easy and living life on your terms. No more keeping a tight schedule, no more putting those celebrations and life experiences off until later. Now is your time. 

If this is how you picture your retirement, you’ve clearly got good goals in mind and you know how you plan to spend that time. Without a significant amount of planning, however, you may find it somewhat challenging to achieve your ideal retirement. Here’s a guide to ensuring you have that happy and healthy retirement you’ve worked so hard for all these years.

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The NextGen Wealth Weekly Roundup July 26, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week! 

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The NextGen Wealth Weekly Roundup July 19, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week! 

Stocks rose slightly this morning after some losses this week. Investors are assessing the latest corporate earnings reports and so far the results financially have been mixed. The S&P 500 closed at a record high on Monday, but then fluctuated from there. 

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Reasons to Switch from Cash to Accrual Accounting

It’s reported that more than half of small businesses fail within the first five years. What many small business owners fail to take into account when starting their businesses are their payment terms. These are the conditions in which payments are to be expected and the conditions on the payments. Many small businesses use a cash basis of accounting as their terms of payment because it’s easy to use and understand. 

However, this could be the deciding factor on whether your small business will flourish or crumble. Instead, an accrual basis of accounting will allow small businesses to get a better understanding of their finances to make more accurate financial decisions. Here’s why switching to accrual basis accounting can help your company succeed.

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How to Become a Millionaire in Your 40s

While becoming a millionaire in your 40s may seem difficult, it’s something that many people can achieve. All it takes is the right mindset and a laser-sharp focus toward building wealth and increasing your net worth. 

There is something about knowing that you have a million dollars that shows you that you are on the right track financially. But how do you get there? If you want to increase your chances of getting to $1 million in your 40s, there are certain habits that will help you achieve that milestone faster.

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The NextGen Wealth Weekly Roundup July 12, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week! 

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How to Dominate Debt

If you’re like most Americans, you have a substantial amount of debt. Unfortunately, accruing debt is all too easy in modern society, which means that it’s incredibly difficult for some people to get on top of their money and take back control. 

However, just because it’s challenging doesn’t mean it’s impossible. As long as you’re willing to fight the good fight and make some significant changes to your lifestyle, you can learn how to dominate debt. 

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The NextGen Wealth Weekly Roundup July 5, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you had a great 4th of July! 

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Should I Pay Off My Mortgage or Invest?

When you buy a house, the resulting mortgage can feel like a weight on you - mentally and financially. If you end up with a surplus of cash, you may wonder if it’s better to pay off your mortgage or invest the money in the stock market. 

This is a common question in personal finance circles. Some people believe paying off your mortgage is a good investment, while others think putting your money in the market is a better option. 

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How Much Life Insurance Do You Really Need?

At a certain point in your life you realize you might need life insurance, but how much is the right amount for you? Continuing on with our theme for Life Insurance Awareness Month, let’s take a look at this very common question you’ve probably asked yourself.

So, how much life insurance do I really need? Well, depending on who you ask will depend on your answer. You could call a life insurance agent, financial planner, wealth advisor, etc. and get a different answer from each of them. Are they all right or are they all wrong?

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Whole Life Insurance - Does It Make Sense for You?

Planning for the future often takes a backseat to today’s problems. Most people want to know their families are protected financially in case something happens to them. This is where having life insurance can make a big difference.

However, there is conflicting information out there when it comes to getting a life insurance policy. If you’ve ever worked with someone who works for an insurance company (an insurance agent...regardless of what they call themselves), you may have been pushed to a whole life insurance policy.

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The NextGen Wealth Weekly Roundup June 28, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week!

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Retirement Income - Your Step-By-Step Guide to Not Running Out of Money

Congratulations! You’ve worked for decades to prepare for retirement and now you’re there, or almost there, ready to start what can be the most enjoyable phase of your life. Very likely, you’ve got plans to travel, see family and friends and maybe even revisit hobbies you’ve neglected for decades.

However, as you are most likely aware, you must also make plans related to your money. Specifically, you want to be sure you have enough retirement income to last you for the rest of your life.

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5 Ways to Become a Millionaire

Who wants to become a millionaire? Many people would love to reach this seven-digit goal and know they can give themselves that title. But is it possible?

While a million dollars may seem out of reach, accumulating wealth is not as difficult as it seems. There are many ways to become a millionaire and build your net worth. Which one you choose depends on what works for your particular situation.

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How Much Do You Really Need to Retire?

Have you ever considered how much do you really need to retire? While this is a simple question, the answer is anything but clear cut. There are many factors that go into your retirement target number.

As a financial planner, this is one of the questions that I often get from clients. There are many online calculators trying to help the average person get a ballpark estimate of the nest egg needed to retire.

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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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