WealthGen Advisors

11/02/2026

A Roth conversion means paying income tax now in exchange for potentially tax-free qualified withdrawals later. Whether that trade fits depends on your situation.

Three things to weigh:
• Your tax bracket now versus later
• Whether you can pay the tax from funds outside the IRA
• Your time horizon and plans for your heirs

Read the article: https://wealthgenadvisor.com/is-a-roth-conversion-right-for-me/



WealthGen Advisors, LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational purposes only and is not investment, tax or legal advice. Roth conversions are taxable events and may not be suitable for everyone; individual circumstances vary.

10/30/2026

In blended families, fair and equal are not always the same thing.

Without careful planning, a spouse or child can be left out by accident. Tools such as QTIP trusts, bypass trusts and irrevocable life insurance trusts are often part of the conversation.

Read the article: https://wealthgenadvisor.com/estate-planning-for-blended-families-preserving-generational-wealth/



WealthGen Advisors, LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational purposes only and is not investment, tax or legal advice.

10/28/2026

Is your business ready to sell, or just for sale?

Before going to market, review:
• Clean financials
• Steady revenue and margins
• A team that can run without you
• Legal, tax and diligence documents in order
• A personal plan for life after the sale

Read the checklist: https://wealthgenadvisor.com/selling-your-business-checklist-what-needs-to-be-ready-before-you-go-to-market/



WealthGen Advisors, LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational purposes only and is not investment, tax or legal advice.

10/27/2026

You fought for a $5 million sale price. Could the next page of the agreement cost you $75,000?

Equipment, inventory, and goodwill all receive different tax treatment. Before you sign, the breakdown needs as much scrutiny as the headline number.

https://wealthgenadvisor.com/blog/purchase-price-allocation-selling-your-business/

Learn how purchase price allocation affects taxes when selling your business, with a $5 million example and key considerations before you sign.

10/26/2026

Parents, children and grandchildren often have different accounts, different advisors and different goals.

A multi-family office approach coordinates that planning under one independent team: investment management, retirement income, tax and estate coordination, and family transitions.

See how our family office services work: https://wealthgenadvisor.com/family-office-services/



WealthGen Advisors, LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational purposes only and is not investment, tax or legal advice.

10/21/2026

You’ve decided you’d like some help managing your money. Then you start looking for a financial advisor, and everyone seems to be saying the same things.

Personal attention. Long-term relationships. Your family’s future.

It’s reassuring language, but it doesn’t tell you how the relationship will work. Two advisors can sound very similar while being paid differently, offering different services, and facing different incentives when they recommend what to do with your money.

Before you entrust someone with those decisions, you should be able to understand what you’re paying for and why their advice fits your family.

We explain how to look beyond the introduction, understand advisor fees, and find places to begin your search in our latest article:
https://wealthgenadvisor.com/blog/how-to-choose-a-financial-advisor/

How advisor roles, sales incentives, and fees affect your choices, plus where to find fee-only advice through Fee-Only Network, NAPFA, and XYPN.

10/21/2026

When should you start planning your exit? Often earlier than owners expect.

• Several years out: keep your options open
• 18 to 36 months out: build credibility
• 6 to 12 months out: prepare for buyer scrutiny
• LOI to closing: time compresses and leverage shifts

Read the full timeline, including who belongs on your advisory team: https://wealthgenadvisor.com/exit-planning-timeline-when-to-start-and-who-to-talk-to/



WealthGen Advisors, LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational purposes only and is not investment, tax or legal advice.

10/19/2026

What working with WealthGen looks like, step by step:

1. Questionnaire (about 15 minutes)
2. Data gathering (about 1 hour)
3. Plan collaboration (about 1 hour)
4. Implementation (about 1 hour)
5. Plan review (ongoing)

Times are approximate. Read more about our process: https://wealthgenadvisor.com/our-process/



WealthGen Advisors, LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational purposes only and is not investment, tax or legal advice.

10/16/2026

Family offices are gaining ground in the world of wealth management. Deloitte estimated that the number of single-family offices worldwide grew 31% between 2019 and 2024, from 6,130 to 8,030.

The appeal is easy to understand: your own team dedicated exclusively to your family's wealth and interests.

But substantial wealth alone doesn't mean you need one. At the end of the day, does your family's financial complexity justify the staff, systems, and ongoing expenses?

In our latest article, we compare RIAs with dedicated family offices and explore how multi-family offices can offer a middle ground to help you weigh the support you need against what you're paying for.

https://wealthgenadvisor.com/ria-vs-family-office-which-is-best-for-your-family/

Does your family need a family office, or would an RIA be a better fit? Explore costs, services and when a dedicated team is truly worth the added expense.

10/16/2026

Received an inheritance? The first 90 days matter.

• Know your role: beneficiary, executor or trustee
• List every asset
• Mark the tax deadlines
• Fold the inheritance into your own plan

Read the article: https://wealthgenadvisor.com/first-90-days-after-receiving-an-inheritance/



WealthGen Advisors, LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational purposes only and is not investment, tax or legal advice.