Genesis Financial Group

Genesis Financial Group Genesis Financial Group is a Texas based practice committed to serving the needs of families.

No-Spend September can be a great reminder to slow down and take a closer look at your everyday spending.And it doesn’t ...
09/02/2026

No-Spend September can be a great reminder to slow down and take a closer look at your everyday spending.

And it doesn’t have to mean cutting out every extra expense. You could challenge yourself to:

• Go one full week without unnecessary spending
• Pack lunch instead of eating out
• Skip impulse purchases for 30 days
• Use up what you already have before buying more
• Cut out unused subscriptions

Small changes can help you become more intentional with your spending without making the month feel restrictive.

How are you challenging yourself to spend more intentionally this month?

Inheriting a home can be both meaningful and complicated.There may be memories attached to it, but there may also be tax...
09/01/2026

Inheriting a home can be both meaningful and complicated.

There may be memories attached to it, but there may also be taxes, repairs, insurance, family opinions, and ongoing costs to think through.

Selling, renting, or keeping the property can each have different financial and emotional tradeoffs.

If you’ve inherited property, take a step back before making a quick decision. A clear plan can help you protect the asset, reduce stress, and choose the path that makes the most sense for your future.

Rising costs can erode retirement income faster than expected. Healthcare, housing, and everyday expenses may increase s...
08/31/2026

Rising costs can erode retirement income faster than expected. Healthcare, housing, and everyday expenses may increase significantly over time.

Review your retirement plan to ensure it accounts for inflation and changing spending patterns. This doesn’t mean predicting every detail but building flexibility into your withdrawal strategy and investment approach.

Happy National Thoughtful Day! 💛Celebrate today with a simple act of kindness. Give someone a call, send them a card, le...
08/28/2026

Happy National Thoughtful Day! 💛

Celebrate today with a simple act of kindness. Give someone a call, send them a card, lend a helping hand, or surprise someone with their favorite treat.

Sometimes it's the little things that mean the most!

Education planning looks different for every family. Whether you're saving for a child, grandchild, or even your own con...
08/27/2026

Education planning looks different for every family. Whether you're saving for a child, grandchild, or even your own continued education, starting with a plan can help turn future goals into something you can work toward today.

Thinking about your family's education goals? Genesis Financial Group is here to help you plan for what's ahead.

A lot of people chase a retirement number without stopping to understand if it’s actually needed.Before landing on a dol...
08/26/2026

A lot of people chase a retirement number without stopping to understand if it’s actually needed.

Before landing on a dollar amount, it helps to get specific: what do you want your day-to-day life to look like once you stop working? Where do you want to live? How do you want to spend your time?

Not sure where to begin? Let's talk through what your retirement could look like.

Becoming an empty nester can change more than your household routine. It can also change your budget.With kids out of th...
08/25/2026

Becoming an empty nester can change more than your household routine. It can also change your budget.

With kids out of the house, some expenses may go down, while others may shift toward travel, home projects, retirement savings, or supporting adult children in new ways.

This can be a good time to reassess where your money is going and make sure your cash flow still supports your goals.

Markets move and over time your investment mix can drift away from your original strategy. Rebalancing helps bring your ...
08/24/2026

Markets move and over time your investment mix can drift away from your original strategy. Rebalancing helps bring your portfolio back in line with your intended risk level and long-term goals.

Here is what to keep in mind:

1. Check Your Asset Allocation
Review how your portfolio is currently distributed across your preferred asset classes. If one area has grown significantly, it may be time to adjust.

2. Maintain Your Risk Tolerance
A portfolio that becomes too heavily weighted in equities may expose you to more risk than you are comfortable with. Rebalancing helps keep your risk aligned with your plan.

3. Stay Disciplined, Not Emotional
Rebalancing your portfolio to its original target allocation helps keep your investment strategy aligned with your risk tolerance and diversification goals.

4. Consider Timing
Many investors review their portfolios quarterly, annually, or after significant market movements. The key is consistency.

5. Be Mindful of Taxes and Costs
Before making adjustments, consider potential tax implications and transaction fees, especially in taxable accounts.

If you would like help reviewing your portfolio and ensuring it stays aligned with your goals, consider scheduling a conversation to take a closer look.

August is National Make-A-Will Month, a good reminder to make sure your wishes are documented and your estate plan is up...
08/21/2026

August is National Make-A-Will Month, a good reminder to make sure your wishes are documented and your estate plan is up to date.

A will can help outline how you want your assets distributed, name guardians for minor children, and provide important direction for your loved ones.

Already have a will? It may still be worth reviewing after major life changes like a marriage, divorce, new child, or significant change in your finances.

Taking time to review your estate plan now can help make sure it still reflects your wishes and the people who matter most.

Financial independence means something different for everyone.For some, it's having enough saved to stop working entirel...
08/20/2026

Financial independence means something different for everyone.

For some, it's having enough saved to stop working entirely. For others, it's having the flexibility to work because they want to, not because they have to.

There's no single definition, but there is a common thread: control over your time and your choices.

What would financial independence look like for you?

Address

7649 Hillside Road Suite 200
Amarillo, TX
79119

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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