Pages
- Grab Your 2025 Tax Cheat Sheet!
- What Others Are Saying
- Will Higher Tax Rates Crush Your Retirement Gains Guide
- Questions to Ask an Advisor Guide
- Podcast (Ep. 3)
- Podcast (Ep. 2)
- Podcast (Ep. 1)
- Podcast
- Retire to a Life You Love®Webinar
- Hope is Not a Strategy
- Quick Guides
- Houston Retirement Planning: Winning Strategies from Michelle Gessner, CFP®
- Ebooks
- Gessner Wealth Strategies Videos
- financial consultant
- Local Wealth Management Firm Completes Advanced Virtual Training
- Wealth Management Houston
- Financial Planner Houston
- Citations
- Financial Advisor
- Points of Interest Around Gessner Wealth Strategies
- About Houston, TX
- Directions to Gessner Wealth Strategies
- Events Near Gessner Wealth Strategies
- Index
- learn how to build a tax free retirement b
- learn how to build a tax free retirement replay b
- tax free retirement video
- Build a Tax Free Retirement
- Articles
- Thanks!
- Thank You
- Acuity Test
- Client Login
- Informative Guides and Articles
- Blog
- Investment Management
- Services
- Fiduciary
- Important Disclosures
- Getting to Know You
- Risk Assessment
- Contact us
- Home
- About Gessner Wealth Strategies
- Becoming a Client
- Who We Serve
- What We Do
- FAQs
- Privacy Policy
Posts
401(k) plan rollover to IRA
- Should I Keep my Money in my 401(k) or Roll it Over to an IRA? - 25 February 2025
Annuities
- Annuities: Are They a Good Move? - 2 February 2020
Bonds
- Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)? - 14 October 2019
Buying a House
- Sick of Renting? Follow these Tips when Buying a Home - 1 December 2019
Cybersecurity
- Credit Freeze Quick Take - 31 March 2025
- Avoiding Financial Scams and Identity Theft Slams Quick-Reference - 20 April 2023
- Is Your Investment Account Safe from Fraud and Cyber Thieves? - 25 January 2020
Education Planning
- Quick Take: What to Do With a 529 Balance - 19 June 2025
Estate Planning
- Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning - 18 May 2023
- Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning - 18 May 2023
- Do I Really Need an Estate Plan? (And other questions for attorney Katherine Boyd) - 18 October 2022
- What Issues Should I Consider During a Recession or Market Correction? - 3 October 2022
- 7 Ways to Derail Your Investment Portfolio - 27 December 2020
Investing
- Timeless Wisdom from Warren Buffett - 19 June 2025
- Client Question: Should I Be Using a Health Savings Account? - 20 May 2025
- The Age of the Finfluencer: Who Should You Listen to When Everyone’s Talking? - 6 May 2025
- Disruptive Forces: Thriving in a World that Won’t Sit Still - 17 March 2025
- Client Question: How Can I Give My Kids a Head Start on Investing? - 17 March 2025
- Should I Keep my Money in my 401(k) or Roll it Over to an IRA? - 25 February 2025
- Counterintuitive Money Advice: Investing Against the Grain - 12 February 2025
- Your 2024 Year-End Planning Guide - 13 December 2024
- Client Question: I’ve Got a Lump Sum in Cash, Should I Invest It Right Away? - 14 October 2024
- What We Talk About When We Talk About Volatility: Magnitude vs Percentage - 30 August 2024
- Financial Quick Takes: Compound Returns - 13 August 2024
- Equity Compensation: Big Opportunities, But Beware the Risks - 2 July 2024
- Money Management Lingo - 17 June 2024
- Young Investor’s Guide to Building a Financial Future - 17 June 2024
- Making Best Use of Your Behavioral Biases: How To Trick Yourself - 22 May 2024
- Financial Quick Takes: Financial Goals, Your Tickets To Ride - 22 May 2024
- Putting the Stock Market in Context - 23 April 2024
- Bringing Order to Your Investment Universe Part 2: Transitions and Taxes - 19 March 2024
- Bringing Order to Your Investment Universe Part 1: The Beauty of Being Organized - 19 March 2024
- Are You Confused About Investment Costs? Fund Management Fees - 16 February 2024
- What Is Liquidity? - 16 February 2024
- Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing - 23 January 2024
- Evidence-Based Investment Insights: You, the Market, and the Prices You Pay - 23 January 2024
- 4 Financial Best Practices for Year-End 2023 - 19 December 2023
- Financial Quick Takes: Is Your Portfolio Underperforming … Compared to What? - 27 October 2023
- Financial Quick Takes: The Wisdom of Crowds vs. Popular Delusions - 11 October 2023
- Financial Quick Takes: Making Mistakes - 6 September 2023
- A Balanced Look at Stock Buybacks Part 3: Risks Amidst the Rewards - 4 August 2023
- A Balanced Look at Stock Buybacks Part 2: Sustaining Current and Future Value - 4 August 2023
- A Balanced Look at Stock Buybacks Part 1: How Do Stock Buybacks Work? - 4 August 2023
- What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing - 29 June 2023
- What’s Wrong with Depending on Dividend Stocks? Part 1: How Dividend Stocks Really Work - 29 June 2023
- Unsung Money Mentors: Personal Financial Columnist Sylvia Porter - 15 June 2023
- Who Is “the Media”? - 3 May 2023
- Building Lifetime Wealth, 80/20 Style - 17 March 2023
- 6 Financial Action Items to Wrap-Up 2022 - 12 December 2022
- Are You In a Bad Mood or Are We In a Recession? - 2 December 2022
- Investing is Personal – Be Patient - 15 November 2022
- Understanding Stocks: The Price You Pay Matters - 3 November 2022
- Where do Stock Market Returns REALLY Come From? - 12 October 2022
- Combat Recency Bias: Focus on the Basics - 7 October 2022
- What Issues Should I Consider During a Recession or Market Correction? - 3 October 2022
- Remembering Summers Past: Don’t Fall into Recency Bias - 19 September 2022
- Market Timing: Are we predicting a happily-ever-after for 2022? - 10 September 2022
- 7 Ways to Derail Your Investment Portfolio - 27 December 2020
- Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment? - 23 June 2020
- Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV - 23 June 2020
- Roth Conversions and Rebalancing: Positive Steps to Take in the Coronavirus Market Decline - 29 March 2020
- Market Timing – What if We Had a Crystal Ball? - 10 February 2020
- Annuities: Are They a Good Move? - 2 February 2020
- Is Your Investment Account Safe from Fraud and Cyber Thieves? - 25 January 2020
- Should You Do It Yourself? Investments and Financial Planning - 9 November 2019
- Inherited IRAs: Don’t Touch Without First Consulting a Professional - 17 October 2019
- Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)? - 14 October 2019
Investment Fees
- How Investment Fees and Expenses Work - 13 March 2016
Planning for Emergencies
- Client Question: Should I Be Using a Health Savings Account? - 20 May 2025
- Disruptive Forces: Thriving in a World that Won’t Sit Still - 17 March 2025
- Money Scripts—Part 2: How to Manage the Script - 21 January 2025
- Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend - 21 January 2025
- Financial Readiness: Preparing Yourself Before Disaster Strikes - 14 November 2024
- Healing What Hurts: Can a Financial Therapist Help? - 1 February 2023
- 7 Ways to Derail Your Investment Portfolio - 27 December 2020
- Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV - 23 June 2020
Retirement
- Timeless Wisdom from Warren Buffett - 19 June 2025
- Client Question: Should I Be Using a Health Savings Account? - 20 May 2025
- Disruptive Forces: Thriving in a World that Won’t Sit Still - 17 March 2025
- Should I Keep my Money in my 401(k) or Roll it Over to an IRA? - 25 February 2025
- Counterintuitive Money Advice: Investing Against the Grain - 12 February 2025
- Money Scripts—Part 2: How to Manage the Script - 21 January 2025
- Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend - 21 January 2025
- Financial Quick Takes: Financial Goals, Your Tickets To Ride - 22 May 2024
- Protecting Women’s Wealth - 23 April 2024
- Unsung Money Mentors: Personal Financial Columnist Sylvia Porter - 15 June 2023
- Is Social Security Going Bust? - 30 March 2023
- Social Security Planning: A Balancing Act - 16 January 2023
- SECURE 2.0 Act: What You Need To Know - 5 January 2023
- Retirement Planning in Houston: An Essential Guide - 28 July 2022
- 7 Ways to Derail Your Investment Portfolio - 27 December 2020
- Spending Money and Spending Time: Getting a Handle on Both for a Successful Retirement - 30 August 2020
- Annuities: Are They a Good Move? - 2 February 2020
- Inherited IRAs: Don’t Touch Without First Consulting a Professional - 17 October 2019
- How to Determine Your RMD (Required Minimum Distribution) - 14 October 2019
Risk Management
- Disruptive Forces: Thriving in a World that Won’t Sit Still - 17 March 2025
- Counterintuitive Money Advice: Investing Against the Grain - 12 February 2025
- Financial Readiness: Preparing Yourself Before Disaster Strikes - 14 November 2024
- What Does It Take to Take on Risk? - 30 August 2024
- 7 Ways to Derail Your Investment Portfolio - 27 December 2020
Social Security
- Is Social Security Going Bust? - 30 March 2023
- Social Security Planning: A Balancing Act - 16 January 2023
Taxes
- Tax Considerations for 2024: What You Need to Know Before Filing - 17 February 2025
- Bringing Order to Your Investment Universe Part 3: Optimizing Your Organized Investments - 19 March 2024
- Bringing Order to Your Investment Universe Part 2: Transitions and Taxes - 19 March 2024
- Financial Planning in Turbulent Times - 3 March 2023
- Tax-Wise Investment Techniques - 24 February 2023
- The Tools of the Tax-Planning Trade - 10 February 2023
- What Issues Should I Consider During a Recession or Market Correction? - 3 October 2022
- 6 Crucial Tax Strategies That Busy Professionals in Houston Should Consider - 30 July 2022
- Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV - 23 June 2020
- 7 Tax Planning Tips to Use Now While Taxes and Stocks are On Sale - 3 May 2020
