• Skip to main content
  • Skip to primary sidebar
logo
Client Login
  • About
    • What Others Are Saying
  • Becoming a Client
  • Who We Serve
  • What We Do
    • FAQs
  • Insights
    • Blog
    • Ebooks
    • Gessner Wealth Strategies Videos
    • Quick Guides
  • Podcast
  • Contact

Retirement

Retirement

Disruptive Forces: Thriving in a World that Won’t Sit Still

March 17, 2025

On Tuesday, March 4, 2025, the Trump Administration imposed sweeping tariffs against the country’s three biggest trading partners: 25% tariffs on imported goods from Canada and Mexico and 20% tariffs… Read More

Categories: Investing, Planning for Emergencies, Retirement, Risk Management Tags: Financial Planning, investing, Market Decline, recession, retirement, spending in retirement

Should I Keep my Money in my 401(k) or Roll it Over to an IRA?

February 25, 2025

After many years of saving to your company retirement plan, you finally see the light through the end of the tunnel.  Retirement is near, and there is no shortage of… Read More

Categories: 401(k) plan rollover to IRA, Investing, Retirement Tags: 401(k), company plan, IRA, retirement, rollover IRA

Counterintuitive Money Advice: Investing Against the Grain

February 12, 2025

There are a lot of things in life where the right move is pretty intuitive. Avoid the top rung of a ladder when you’re changing a lightbulb. Don’t click on… Read More

Categories: Investing, Retirement, Risk Management

Money Scripts—Part 2: How to Manage the Script

January 21, 2025

Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In part one of this series, we explored the concept… Read More

Categories: Planning for Emergencies, Retirement

Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend

January 21, 2025

When it comes to our finances, we’re only human. We make good decisions and sometimes, not-so-good decisions. Behavioral biases play a big role in our savings, spending and investing decisions…. Read More

Categories: Planning for Emergencies, Retirement

Financial Quick Takes: Financial Goals, Your Tickets To Ride

May 22, 2024

We’ve commented before on the mechanics of accumulating and preserving your wealth by building a low-cost, globally diversified investment portfolio aimed at your personal goals and risk tolerances. Today, let’s… Read More

Categories: Investing, Retirement

Protecting Women’s Wealth

April 23, 2024

Today, let’s turn our attention to women and their wealth. Based on available evidence, what are women’s most likely superpowers as they acquire and manage personal wealth? What vulnerabilities might… Read More

Categories: Retirement

Unsung Money Mentors: Personal Financial Columnist Sylvia Porter

June 15, 2023

In a recent piece, Who Is “the Media?” we offered our broad take on “the media,” and how to identify islands of investment insights across the oceans of daily news. Next,… Read More

Categories: Investing, Retirement Tags: Investments

Is Social Security Going Bust?

March 30, 2023

In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, Social Security Planning: A Balancing Act,… Read More

Categories: Retirement, Social Security Tags: retirement, social security

Social Security Planning: A Balancing Act 

January 16, 2023

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement:    “When should I… Read More

Categories: Retirement, Social Security

  • Page 1
  • Page 2
  • Go to Next Page »

Primary Sidebar

Categories

  • 401(k) plan rollover to IRA
  • Annuities
  • Bonds
  • Buying a House
  • Cybersecurity
  • Estate Planning
  • Insurance
  • Investing
  • Investment Fees
  • Planning for Emergencies
  • Real Estate as an Investment
  • Retirement
  • Risk Management
  • Small Business Owners
  • Social Security
  • Taxes

Gessner Wealth Strategies, LLC
1717 St James Place,
Suite 625
Houston, Texas 77056

Office Phone: 713-589-6448

  • Client Login
  • Getting to Know You
  • Risk Assessment
  • Blog
  • FAQs
  • Contact us

Download our Informative Guides and Articles

Check Investment Adviser Registration Status on IAPD Website

facebook linkedin

Copyright 2025 © Gessner Wealth Strategies. All rights reserved. Privacy Policy | Important Disclosures | Developed By TinyFrog Technologies

Grab Your 2025 Tax Cheat Sheet!

This quick reference guide (PDF) provides the most important figures you need for 2025 tax planning.

YES - Send Me the Cheatsheet

No thanks, I don't need it!

Enter your info below!

And get instant access to your 2025 Tax Cheatsheet.


Grab Your Questions to Ask an Advisor Guide!

Enter your info below!

And get instant access to your guide.


Want to read more about our Investment Philosophy?

Download our white paper!

Just fill in your details below to be sent your copy of
“Evidence-Based Investment Insights: 12 Essential Ideas for Building Wise Wealth“


By providing your details you’re agreeing to receive emails from Michelle Gessner & Gessner Wealth Strategies, LLC in the future. You can unsubscribe at any time.
We hate spam and will keep your email safe. For more details, view my privacy policy here.

Are you doing everything you can to protect yourself from higher taxes in retirement?

Download this complimentary guide and find out today!

Just fill in your details below to be sent your copy of “Will Higher Tax Rates Crush Your Retirement Gains?“


By providing your details you’re agreeing to receive emails from Michelle Gessner & Gessner Wealth Strategies, LLC in the future. You can unsubscribe at any time.
We hate spam and will keep your email safe. For more details, view my privacy policy here.

Are You Prepared for a Retirement You’ll Love?

Answer the questions in this FREE Guide to find out!

Just fill in your details below to be sent your copy of “6 Important Questions to Ask Yourself Before Considering Retirement“


By providing your details you’re agreeing to receive emails from Michelle Gessner & Gessner Wealth Strategies, LLC in the future. You can unsubscribe at any time.
We hate spam and will keep your email safe. For more details, view my privacy policy here.

Choosing the Right Strategies for Insurance and Estate Planning

Get answers to critical estate planning questions… complete your details below to receive a copy


By providing your details you’re agreeing to receive emails from Michelle Gessner & Gessner Wealth Strategies, LLC in the future. You can unsubscribe at any time.
We hate spam and will keep your email safe. For more details, view my privacy policy here.

Why Should You Diversify

The Cost of Trying to Time the Market

Long-Term Investors, Don’t Let a Recession Faze You

Contact Us
  • This field is for validation purposes and should be left unchanged.

Complimentary Download

  • This field is for validation purposes and should be left unchanged.

Fundamentals of Investing

  • This field is for validation purposes and should be left unchanged.

Design, Build, Protect

  • This field is for validation purposes and should be left unchanged.

Insulate yourself from the crush of higher taxes

  • This field is for validation purposes and should be left unchanged.