Gene Gard

ALL ARTICLES

Giving Season

Gene Gard

Things to consider before making charitable donations.

Gifting a Roth IRA?

Gene Gard

Five things to consider.

Handing Down Your Home to an Heir

Gene Gard

With planning, heirs can have clarity on what it means for them.

Happily Ever After

Gene Gard

How to build a strong financial foundation as newlyweds.

Getting Covered for Retirement

Gene Gard

Establishing income to cover your retirement living expenses.

Education Planning for Individuals With Special Needs 

Gene Gard

Strategies to support your loved one’s education.

HELOC for College?

Gene Gard

Think twice before using home equity to fund your child’s college education.

Estate Planning Myths

Gene Gard

Common estate planning misconceptions that can put your loved ones at risk.

Missing Retirement Funds? 

Gene Gard

Learn how to locate them.