Gessner Wealth Strategies LLC

Women Will Control Trillions. Advisors Who Still Mansplain Will Lose.

There is no mansplaining here. Check out this recent article ➡️

Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.

Financial scammers are getting smarter, but you can get smarter too! 🛑

From phishing emails to identity theft tactics, knowing what to look out for is your best defense. We’ve put together a quick-reference guide to help you recognize the signs before it's too late.

Learn how to protect your assets and stay safe online in our blog post:

Avoiding Financial Scams and Identity Theft Slams Quick-Reference - Gessner Wealth Strategies Who Are They? Financial fraudsters are after your assets. Identity thieves steal your personal information (often to then commit financial fraud). What Do They Want? Your Money and Your Life Social Security Numbers, passports, driver’s licenses, and similar identifying information. Financial accou...

Most people hold several different jobs over the course of their careers. In fact, the Bureau of Labor Statistics reports that by the time the youngest baby boomers reached age 58, they had worked an average of 12.9 jobs in their adult life.

It makes sense, then, that after decades of working and saving for retirement, your nest-egg-in-progress may be scattered across multiple accounts.

Check out our newest blog article 👉 Should I Consolidate My Retirement Accounts?

Client Question: Should I Consolidate My Retirement Accounts? - Gessner Wealth Strategies Most people hold several different jobs over the course of their careers. In fact, the Bureau of Labor Statistics reports that by the time the youngest baby boomers reached age 58, they had worked an average of 12.9 jobs in their adult life. It makes sense, then, that after decades…

Entering your final working years and have no idea where to start?

You’re not alone!

In fact, I'm here to simplify the process for you and help you Retire to a Life You Love®.

CERTIFIED FINANCIAL PLANNER™ Practitioners are your lifeline. Working with one is the best way to view your options and make an informed decisions. Additionally, you’ll have the peace of mind knowing your retirement is in good hands.

Check out my complimentary guide: 6 Important Questions To Ask Yourself Before Retiring here: https://gessnerwealthstrategies.com/ebooks/

It has never been more tempting to spend money. Every day, we are pressured to buy something, whether through traditional ads, targeted recommendations, or the curated lifestyles of online influencers. The messages are constant and persuasive.

Financial professionals spend a lot of time talking about how to save. But knowing how to spend well is equally important.

Check out our blog here ➡️

A Guide to Thoughtful Spending - Gessner Wealth Strategies It has never been more tempting to spend money. Every day, we are pressured to buy something, whether through traditional ads, targeted recommendations, or the curated lifestyles of online influencers. The messages are constant and persuasive. Financial professionals spend a lot of time talking abou...

Selling your home isn’t just about timing the market or baking cookies before an open house. 🏠🍪⏱️

It’s a financial transaction that, if done carelessly, can cost you tens of thousands of dollars and invite unnecessary stress.

Check out our latest blog article here ➡️https://gessnerwealthstrategies.com/the-smart-sellers-guide-6-mistakes-to-avoid-when-selling-your-home/

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Women at over 50 are financially supporting their adult children at record rates—and paying for it with their own retirement security.

Love isn’t the problem.

Boundaries are.

Check out this article that I was quoted in here ➡️

You Don't Owe Them Your Retirement From endless “just this once” transfers to mounting guilt learn why closing the Bank of Mom can protect your retirement and your relationships.

Just starting to dip your toes into the retirement pool?

Welcome! We’re so happy you’re here.

We understand how overwhelming it can be when you’re just getting started. So, please, allow us to give you a hand :) so you can Retire to a Life You Love®

If you’re feeling uncertain about where you are in this new journey, send us a message or give us a call!

We’re always here to help :)

No one likes to imagine a time when they might be sick or unable to make decisions for themselves. It ranks alongside cleaning out the garage or scheduling a long-overdue physical—important, but all too easy to postpone. Yet planning for these possibilities can make all the difference.

Take a look at our blog article The Core Four: The Legal Documents Everyone Should Have in Place ➡️

The Core Four: The Legal Documents Everyone Should Have in Place - Gessner Wealth Strategies No one likes to imagine a time when they might be sick or unable to make decisions for themselves. It ranks alongside cleaning out the garage or scheduling a long-overdue physical—important, but all too easy to postpone. Yet planning for these possibilities can make all the difference. Without a c...

Money plays a role in so many of the decisions we make, yet it remains one of the last true taboos in American life.

Despite its importance, 62% of people say they don’t talk about money at all—not with family, not with friends and in nearly half of cases, not even with their spouse or partner.

Check out our newest blog on how to have family conversations about money 👉

How to Have Family Conversations About Money - Gessner Wealth Strategies Money plays a role in so many of the decisions we make, yet it remains one of the last true taboos in American life. Despite its importance, 62% of people say they don’t talk about money at all—not with family, not with friends and in nearly half of cases, not…