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

Index

Pages

  • 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

  • Posts

401(k) plan rollover to IRA

  • Should I Keep my Money in the 401(k) or Roll it Over to an IRA? - 29 December 2019

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

  • Is Your Investment Account Safe from Fraud and Cyber Thieves? - 25 January 2020

estate planning

  • 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

Insurance

  • Disability and Life Insurance for Your Adult Children – How Does That Affect Your Retirement? - 25 November 2019
  • It Doesn’t Go On Sale: Don’t Wait Until You’re Older for Long Term Care Coverage - 28 October 2019

Investing

  • 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

  • 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

Real Estate as an Investment

  • Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment? - 23 June 2020

Retirement

  • 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
  • Should I Keep my Money in the 401(k) or Roll it Over to an IRA? - 29 December 2019
  • 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

  • 7 Ways to Derail Your Investment Portfolio - 27 December 2020

Small Business Owners

  • 7 Big Financial Mistakes to Avoid for Small Business Owners - 1 August 2022

Taxes

  • 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

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

Top Financial Advisor in Houston

facebook linkedin twitter

Copyright 2023 © Gessner Wealth Strategies. All rights reserved. Privacy Policy | Important Disclosures | Developed By TinyFrog Technologies

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.

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 “Insulate Yourself From The Crush of Higher Taxes“


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

Complimentary Download

Fundamentals of Investing

Design, Build, Protect

Insulate yourself from the crush of higher taxes