Generations Investment Management

06/03/2026

Life insurance isn’t really about you — it’s about the people you love most.

It’s about making sure your family is protected if the unexpected happens. Too many people assume life insurance is expensive and put it off for “someday.”

The reality? Term life insurance is often much more affordable than people think.

A small monthly payment today could create financial security for your spouse, children, or loved ones tomorrow.

If you’ve been wondering whether you have enough coverage — or any coverage at all — now is the time to review it.

At Generations Investment Management, we help families create protection plans that fit their needs and budget.

Reach out today for a simple conversation about your options.

05/27/2026

Are you teaching your kids more than just how to save money?

One of the greatest gifts you can give your children is a strong financial foundation. Whether it’s starting an investment account, building saving habits, or planning for their future, small steps today can make a big impact tomorrow.

In this video, we discuss ways parents and grandparents can help create opportunities for the next generation through smart financial planning.

If you’d like to learn more about account options available for children and grandchildren, we’d love to help.

Call 330-382-3292
Email [email protected]

Schedule your complimentary consultation today.

05/25/2026

05/25/2026

One of the most rewarding parts of what we do is helping people feel more confident about their financial future. Every client has a story, goals, concerns, and dreams for retirement — and having a plan in place can make all the difference.

In this video, Jason shares his experience and why having a trusted financial partner mattered.

Whether you’re approaching retirement, changing jobs, or simply wondering if your current investments still align with your goals, now is a great time to review your plan.

At Generations Investment Management, we believe your financial strategy should fit YOUR goals, YOUR timeline, and YOUR comfort level.

If you’d like a second opinion on your portfolio or retirement plan, let’s connect.

05/20/2026

“Is a Roth conversion the right move for you? Here are a few things to consider:

• What tax bracket are you in today — and where do you think taxes may be in the future?
• Do you expect your retirement income to increase over time?
• Are you looking to reduce future required minimum distributions (RMDs)?
• Do you want to leave tax-free assets to your beneficiaries?
• Do you have the ability to pay the taxes on the conversion without using retirement funds?

A Roth conversion can be a powerful planning strategy, but it’s important to make sure it fits your overall financial goals and long-term plan.

At Generations Investment Management , we would love the opportunity to examine your financial plan and help determine whether a Roth conversion should be part of your strategy. Reach out today to schedule a conversation.”

05/15/2026

Your old 401(k) is exactly that — yours.

Don’t let it sit at a former employer without understanding your options or having a strategy in place. Many people leave old retirement accounts behind and lose track of how they’re invested, what fees they’re paying, or whether the account still aligns with their goals.

You’ve worked hard for that money. Make sure it’s still working for you.

Contact me today to discuss your options and see if consolidating or rolling over your old 401(k) makes sense for your situation.

Call 330-382-3292
Email [email protected]

05/13/2026

Small business owners: Are you using your retirement plan to its full potential?

Many business owners work hard building income today—but don’t have a clear strategy for building wealth for tomorrow. A properly structured retirement plan can help you:

• Reduce taxable income
• Retain and reward employees
• Build long-term financial security
• Create flexibility for your future

In this short video, we break down why retirement planning is one of the most overlooked opportunities for small business owners.

Call 330-382-3292
Email [email protected]

Schedule your complimentary consultation today and let’s discuss the options available for you and your business.