Generations Wealth Advisors

Generations Wealth Advisors Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Therefore, a response to a request for information may be delayed.

W help individuals, families, & small businesses organize their finances, develop & manage wealth accumulation strategies & create holistic financial plans all of which helps increase their likelihood of success in reaching financial goals. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Generations Wealth Advisors is not affiliate

d with Kestra IS or Kestra AS. www.finra.org
www.sipc.org

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

We recently had the privilege of hosting two client appreciation holiday dinners — one at La Poste in Perry and another ...
12/17/2025

We recently had the privilege of hosting two client appreciation holiday dinners — one at La Poste in Perry and another at The Venue in Valley Junction — and we’re still smiling thinking about the conversations, laughter, and relationships shared.

At Generations Wealth Advisors, our work is about much more than investments. It’s about people, families, and the trust built over time — often across generations. We are truly thankful for the clients who allow us to be part of their financial journey and their lives.

Thank you for the relationships you’ve built with us and the confidence you place in our team. We are grateful for each of you and look forward to many more years together.

11/18/2025

Thanks for joining us for the 2025 Spooktacular Generations Wealth Advisors!

07/23/2025

THANK YOU Generations Wealth Advisors! We appreciate the hole sponsorship for the 4th Annual Chamber Open Golf Outing - Supporting the Perry Chamber!

There is still time to get a team together and join in the fun!
https://charitygolftoday.com/perrychambergolf

🎉 Happy New Year! Wishing you a year filled with good health, exciting opportunities, and meaningful moments with those ...
12/31/2024

🎉 Happy New Year!

Wishing you a year filled with good health, exciting opportunities, and meaningful moments with those who matter the most.

May 2025 be a year of growth, happiness, and fulfillment for you and your loved ones. ✨

🚨Attention Business Owners: Did you know the Supreme Court has taken away a popular succession tactic? 🚨On June 6, 2024,...
12/27/2024

🚨Attention Business Owners: Did you know the Supreme Court has taken away a popular succession tactic? 🚨

On June 6, 2024, the Supreme Court ruled that life insurance proceeds used to buy a deceased shareholder's stock MUST be included when valuing a corporation for estate tax purposes. 😱

What does this mean for business owners?
1️⃣ Your estate could owe more in taxes
2️⃣ Common succession strategies may be in question

Don't let this ruling catch you off guard! Here's what you need to do:
✅ Meet with your financial professional, estate attorney, and tax professional ASAP
✅ Review and update your corporate agreements
✅ Get a professional valuation

The landscape has changed, but opportunities for your business and legacy remain. If you’re a business owner or know someone who is, make sure they speak to professionals who can help navigate these new changes.

Remember, several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments. So, there is much to consider when it’s part of your succession approach.

As the Festival of Lights begins, we extend our warmest wishes for a joyful Hanukkah to you and your loved ones 🕎✨ May y...
12/25/2024

As the Festival of Lights begins, we extend our warmest wishes for a joyful Hanukkah to you and your loved ones 🕎✨ May your celebrations be filled with happiness, unity, and meaningful reflection.

During this special time, we want to express our deepest appreciation for your ongoing support and trust. You are an invaluable part of our community, and we are truly grateful to have you with us.

Wishing you a Hanukkah filled with wonderful moments and lasting memories. Chag Sameach!

On behalf of the entire team, we want to extend our warmest wishes to you and your family. Whether you're celebrating wi...
12/23/2024

On behalf of the entire team, we want to extend our warmest wishes to you and your family. Whether you're celebrating with cherished traditions or keeping it simple, we hope your holiday season is filled with joy and warmth.

Please note that our office will be closed on December 24th and 25th, but we'll be back on December 26th to assist you with anything you need.

Merry Christmas!

Happy Holidays to you and your family!During this festive season, we cherish our most meaningful connections and spread ...
12/21/2024

Happy Holidays to you and your family!

During this festive season, we cherish our most meaningful connections and spread joy throughout our communities.

Whatever traditions you celebrate, may your holidays be filled with happiness, laughter, and time spent with those who matter the most.

Wishing you and your loved ones a wonderful holiday season and a bright start to the New Year. 🌟

As 2024 wraps up, it's a great time to reflect on what we've learned and prepare for the year ahead.💡 My Take:1️⃣ Market...
12/19/2024

As 2024 wraps up, it's a great time to reflect on what we've learned and prepare for the year ahead.

💡 My Take:

1️⃣ Market Volatility: Strong overall performance, but with plenty of ups and downs—highlighting the value of staying focused on long-term goals.

2️⃣ Fed's New Direction: Rate cuts to support the labor market have wide-reaching effects, proving how impactful the Federal Reserve's impact is on financial markets.

3️⃣ AI's Rise: The rapid adoption of AI has reshaped industries, driving both opportunities and challenges for investors.

4️⃣ Global Events & Market Sentiment: Unexpected events can quickly sway markets, underscoring the need for adaptable strategies.

2025 will be a year of both new opportunities and challenges. Staying informed will, of course, be key to making the most of what lies ahead.

We’ll do our best to continue to share insights and keep you updated as events unfold.

Ever wondered if you've left money behind in old retirement accounts? You're not alone!Recently, we learned about someon...
12/17/2024

Ever wondered if you've left money behind in old retirement accounts? You're not alone!

Recently, we learned about someone who uncovered thousands of forgotten retirement money from previous employers.

How? By simply reaching out to their past workplaces.

👉 Take action now:
1. Review your resume to make a comprehensive list of all your past employers
2. Create a simple form letter requesting information about potential retirement accounts
3. Send the letter to HR departments or plan administrators of each former employer
4. Contact them to follow up

Remember, it's YOUR money. Don't let it get lost in the shuffle of life's changes.

Have you ever rediscovered a forgotten account? Share your story below! 👇

Legacy is more than financial assets—it’s the values, traditions, and memories we pass down, the pieces of ourselves tha...
12/14/2024

Legacy is more than financial assets—it’s the values, traditions, and memories we pass down, the pieces of ourselves that live on.

For many, this time of year can also bring the weight of loss and the absence of loved ones. Yet, the true power of a legacy is in how it continues to shape us, even when those who created it are no longer here.

Here are a few ideas families have shared that may inspire you to start some new traditions:

📚 Family Recipe Book: Collect cherished family recipes and print them in an 'Official Family Recipe Book.’

🤝 Annual Family Reunions: Gather regularly at a favorite spot to strengthen bonds and create lasting memories.

🎁 Volunteer Together: Each Christmas, pick a family in need of support and teach the value of giving back.

🍪 Holiday Crafting or Baking: Bake the same sweets or craft ornaments each year to create tangible memories.

The most important legacies are built on love, traditions, and unforgettable experiences—those precious pieces that live on beyond us.

What traditions do you hope will continue with future generations?

TRUE or FALSE . . .Healthcare costs are one of the largest expenses most retirees will face.💯 It is TRUE!Healthcare is o...
12/12/2024

TRUE or FALSE . . .
Healthcare costs are one of the largest expenses most retirees will face.

💯 It is TRUE!
Healthcare is often a significant and inadequately projected expense. Many people wait until retirement to understand their healthcare options, often because they’re accustomed to employer-sponsored plans.

This delay can lead to inadequate savings and uncertainty about covering these significant expenses.

💡 Key Considerations, according to a 2024 study by Fidelity:
• Healthcare costs continue to outpace general inflation, driven by longer lifespans, medical advancements, and increased demand.
• Medicare starts at age 65, but it has gaps that necessitate considering supplemental insurance for broader coverage.
• Home healthcare and nursing facilities can be costly. Strategies that anticipate extended care can help.
• Documents like a medical power of attorney and living will are critical to managing healthcare decisions and letting your wishes be known.

Our Take:
Healthcare options are often complex and confusing, so early preparation is key. A well-structured strategy can help you remain prepared and informed throughout retirement.

Address

Perry, IA
50220

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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