Gem Wealth Planning Group

06/01/2026

05/25/2026

On this Memorial Day, we remember those who gave their lives for our country. Let us honor their memory by striving to make the world a better place.

05/15/2026

The people behind the plans ✨

Molly Cole | Registered Representative

Taking care of all the details, from follow-ups to account opening!

05/15/2026

Seniors are often scam targets because of their vulnerability & perceived wealth, to the tune of billions lost each year. May 15 is Senior Fraud Awareness Day. Together, let’s fight financial abuse and protect our elderly loved ones.

05/14/2026

🌞Sunshine & Smart Spending😎 Week 5: Mini Money Check-Ins.

Your Spring and Summer schedule📆 is already filling up, but your financial goals still deserve a little bit of attention.🔍

A Mini Money Check-In can help you:
✅Become aware of your spending patterns.
✅Stay connected with your goals.
✅ Feel more prepared for what is ahead of you.

Take a few minutes once a week to do the following 🕐:

-Review your recent purchase history; do you see anything that surprises you? 🧾

-Revisit your goals; what are you saving for right now? Do your daily habits support that goal?☑️

-Look ahead a few weeks; do you have any vacations, events or expenses that you should start planning for now? 💳

This is your reminder to pause, review & reset! 💵

05/10/2026

Happy Small Business Day! Today we celebrate the hardworking entrepreneurs and small business owners who keep our communities thriving. Let's show them some love by shopping local and supporting their businesses.

05/10/2026

To all the women who loved unconditionally, gave selflessly, and taught your kids how to be strong… Happy Mother's Day! We are forever grateful for all that you do and the people you've helped us become.

05/08/2026

The people behind the plans ✨

Geralyn Gough, CFP®

Providing thoughtful guidance and personalized strategies to help clients move forward with clarity and confidence.