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Blog

Retirement Isn't Just About How Much You Save. It's About When.

Rebecca Tapia | Oct 19, 2026
Categories
Retirement
Risk Management
Investments
Finance
Savings

Six Estate Planning Assumptions Worth a Second Look

Rebecca Tapia | Oct 12, 2026
Categories
Estate Planning
Family
Insurance
Retirement
Tax Planning

More Than a Number: The Four Risks That Shape Your Retirement

Rebecca Tapia | Oct 6, 2026
Categories
Retirement
Risk Management
Health
Investments
Finance
Building Your Emotional Firewall

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Rebecca Tapia | Sep 24, 2025
A Generational Look at Money Habits and Financial Choices

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Rebecca Tapia | Sep 4, 2025
Ways To Refresh Your Finances

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Rebecca Tapia | Sep 4, 2025
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Securities offered through Gĕneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Heffernan Advisory, Inc. and Gĕneos Wealth Management Inc. Gĕneos Wealth Management, Inc., Heffernan Advisory, Inc., LPL Financial, and Global Retirement Partners (GRP) are separate nonaffiliated entities. The affiliates of each are likewise separate and not affiliated with the others.

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