Gessner Wealth Strategies LLC

Summer is in full swing, and retirement travel is officially here! 🌴⛵

Complete this sentence in the comments:

👉 "My ideal summer vacation day involves _______, _______, and absolutely zero _______!"

Let’s see who has the best recipe for summer relaxation! 😎👇

Would You Rather Retire With a Million-Dollar Home or $1M in Your 401(k)?

Michelle was asked this very question and she said "The choice is easy - an investment account is a win over the home."

Want to hear why? Check out this new article Investopedia just put out 👉

Is It Better to Retire With a Million-Dollar Home or $1 Million in a 401(k)? What would you prefer to have in retirement: a $1 million home or a 401(k) with $1 million invested in it? Find out which option might be more frugal.

It’s common to think of an estate plan as a one-time task. After all, isn’t the whole point that you no longer need to worry about what happens to your assets—and your heirs—after you’re gone?

But while your estate plan may be designed to endure, it should never be treated as a “set it and forget it” part of your financial plan. Life changes constantly, and your estate plan should evolve along with it.

Check out our latest blog on this very topic ➡️

Practicing Good Estate Plan Hygiene - Gessner Wealth Strategies It’s common to think of an estate plan as a one-time task. After all, isn’t the whole point that you no longer need to worry about what happens to your assets—and your heirs—after you’re gone? But while your estate plan may be designed to endure, it should never be treated…

📃 New Bill Phases Out Social Security Payroll Tax Cap 📃

New legislation, the Strengthening Social Security Act, would phase out the cap on wages subject to the Social Security payroll tax "to ensure wealthy individuals pay their fair share into the program," according to the bill's sponsor.

Check out the article here ➡️ https://www.thinkadvisor.com/2026/06/16/new-bill-phases-out-social-security-payroll-tax-cap?utm_source=email&utm_medium=enl&utm_campaign=dailywire&utm_content=06162026&oly_enc_id=8442A5859212C2S

New Bill Phases Out Social Security Payroll Tax Cap The Strengthening Social Security Act would also increase widow and widower benefits.

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...