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Generations Wealth Advisors

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United States
Perry, IA
Generations Wealth Advisors

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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 affiliated 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.

10/29/2026

Halloween is all about spooky stories, but some financial scares can linger long after October 31st. While they may not seem alarming at first, certain financial habits can have a lasting impact on your long-term goals and financial well-being. Swipe to learn more.

If you would like to discuss your financial goals and create a strategy designed for your future, contact us today. We are here to help you build confidence and navigate the financial frights that can stand in the way of long-term success.

10/22/2026

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027, marking the largest increase in Social Security benefits since 2023.

With this adjustment affecting approximately 76 million Americans receiving Social Security or Supplemental Security Income (SSI) benefits, we wanted to share a breakdown of what's changing, how it may impact your finances, and a few important considerations for 2027. Swipe to learn more.

If you'd like to discuss how these changes may affect your retirement income, budgeting, or overall financial plan, we’d be happy to help. Feel free to give us a call to set up a time to connect.

10/15/2026

As the end of the year approaches, now is the time to make sure your required minimum distributions (RMDs) are on track. Missing an important deadline or delaying a withdrawal without a plan could lead to unnecessary taxes or IRS penalties. Swipe to learn more.

If you have questions about RMDs or would like guidance on your retirement income strategy, contact us today. We're here to help you make informed financial decisions with confidence.

10/12/2026

Woohoo!! We have a sidewalk in front of our building now!!

10/08/2026

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy prices as the U.S.-Iran conflict kept pressure on fuel costs.

The month also highlighted a growing divide in the market. AI and technology stocks helped lift the Nasdaq, while the S&P 500, Dow, and smaller companies struggled under the weight of higher rates. At the same time, stronger-than-expected economic growth gave the Fed more room to keep policy tight. Swipe to learn more.

As always, if any of this raises questions about your own portfolio, our team is just a call or email away. Don’t hesitate to reach out.

10/01/2026

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.00%. But what does this mean for everyday Americans’ finances? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

09/17/2026

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important role, it is only one piece of a much larger picture. A thoughtful asset allocation strategy should reflect not just your age, but your goals, timeline, and comfort with risk. Swipe to learn more.

If you would like to review your current allocation or discuss your investment strategy, contact us today. We are here to help you make informed decisions every step of the way.

09/10/2026

One financial question worth revisiting each year is whether your current strategy is built to remain effective over time, particularly in the presence of change. While simple, it is one of the most effective ways to assess the strength and resilience of your financial plan. Swipe to learn more.

If you are unsure how your plan would perform over the next five years, we are here to help. Call us to schedule a review and ensure your strategy is built for the long-term.

09/03/2026

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions.

The economy wasn’t faltering, just running at two speeds, as demonstrated by strong performance from the services sector, which was offset by a marked pullback in the manufacturing sector. That divide, layered on top of a low-hire, low-fire labor environment and persistent inflation, complicates the outlook for both growth and Fed policy. Swipe to see more.

As always, if any of this raises questions about your own portfolio, we are just a call or email away. Helping you make sense of it all is exactly what we are here for.

Address

Perry, IA
50220

Opening Hours

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

Website

http://genwealthadvisors.com/

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