WealthGen Advisors

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.

10/14/2026

For most owners, selling the business is the largest single financial event they will ever have. Much of the planning that matters has to happen before the deal, not after it.

Our free Business Exit Kit covers valuation, tax structure and proceeds planning, so you can go into conversations with buyers with clearer questions.

Request the kit: https://wealthgenadvisor.com/business-exit-kit/



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.

09/30/2026

What will the buyer expect of you after the sale?

For a CPA firm owner approaching retirement, the answer can be as consequential as the purchase price.

Before accepting an offer, consider the working life that may come with it.

Read the article: https://wealthgenadvisor.com/selling-your-cpa-firm-will-the-deal-let-you-retire/

Planning CPA firm succession? See how consulting duties, client handoffs, and post-sale income can affect your retirement before you accept an offer.

09/29/2026

In 1919, investors used Coca-Cola’s secret formula as collateral to help finance the purchase of the company.

Not a factory. Not equipment. A formula.

Many family businesses hold similar value in assets that don’t appear on a balance sheet: a company name, customer list, proprietary process, software, recipe, supplier relationships, or knowledge held by the founder.

If those assets aren’t properly owned, protected, and documented, they can complicate a sale, reduce a buyer’s offer, or create problems during succession and estate planning.

In this video, Ken Harre, CFP® explains why protecting your company’s intangible assets is an essential part of protecting your family’s wealth.

Does your business legally own the assets that make it valuable?

09/25/2026

A few years into SECURE 2.0, is your retirement plan operating the way the rules now require?

Your small-business plan might look compliant on paper, but you may find gaps in payroll settings, eligibility records, and tax credits.

Our latest article covers what should be in place by now and the questions worth raising with your administrator while there's still time to correct them: https://wealthgenadvisor.com/secure-2-0-and-small-business-retirement-plans-traps-and-overlooked-details/

Your retirement plan provider sends an amendment package with a December 31 deadline. You forward it for signature and move on. However, would your payroll records tell the same story as the document you’re about to sign? The payroll settings and employee eligibility records behind that document m...

09/16/2026

A retirement plan can tell you whether you have enough to stop working. It can’t tell you what you’ll do when you do.

The way you spend your days—staying active, pursuing interests, and keeping up with friends and family—can shape both your quality of life and your finances. Health care is a significant retirement expense, and your lifestyle is one part of planning for it.

In this video, Ken of WealthGen Advisors explains why retirement planning should include more than a savings goal. What will give your next chapter structure and purpose?