GenFinity Wealth Management

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GenFinity Wealth Management We help our clients put all of the pieces of the financial puzzle together as their life evolves into retirement. Securities offered through LPL Financial.

GenFinity Wealth Management is an SEC registered investment advisor. Member FINRA/SIPC. www.finra.org www.sipc.org

Investment advice offered through Cornerstone Wealth Management, DBA GenFinity Wealth Management, a Registered Investment Advisor. Cornerstone Wealth Management, GenFinity Wealth Management and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.mygenfinitywealth.com

Charitable giving has ripple effects across communities. Nearly 1 in 3 donors say they'd give more if their employer off...
10/17/2026

Charitable giving has ripple effects across communities. Nearly 1 in 3 donors say they'd give more if their employer offered a match, and 84% say they're more likely to give when matching is available. Awareness can make all the difference.

Impact Gifts Support

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/15/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Giving doesn't just come from institutions. In 2023, individuals accounted for 67% of all charitable contributions—over ...
10/14/2026

Giving doesn't just come from institutions. In 2023, individuals accounted for 67% of all charitable contributions—over $374 billion. Small acts of generosity may add up to something much larger.

Impact Back

What actually happens when the U.S. government shuts down?
10/13/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Extended care is one of the biggest wild cards in retirement.Costs vary by location, care type, and health needs—but the...
10/12/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout.com, June 2026
AALTCI.org, June 2026
EBRI.org, 2026

Corporate giving plays a major role. About 65% of Fortune 500 companies offer matching gift programs, yet between $6–$10...
10/11/2026

Corporate giving plays a major role. About 65% of Fortune 500 companies offer matching gift programs, yet between $6–$10 billion in eligible matching funds go unclaimed each year. That means donor generosity may go further than many realize.

Giving Gifts Giving

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
10/08/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Charitable giving continues to be a major force for good. In 2024, donations in the U.S. reached $592.5 billion, reflect...
10/08/2026

Charitable giving continues to be a major force for good. In 2024, donations in the U.S. reached $592.5 billion, reflecting the impact of strong financial markets. From individuals to corporations, generosity remains a key part of the economy.

Giving Impact

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Address

1451 High Street, Suite 215
Washington, MO
63090

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