Check the background of your financial professional on FINRA's BrokerCheck →

Dustin Granger

Dustin Granger, CFP® is a Wealth Advisor and co-owner and CEO of Generation Wealth, a family-owned wealth management firm that specializes in comprehensive financial planning for women executives, modern entrepreneurs, and families of all generations.

Charitable Giving: How Small Business Owners Can Make a Big Impact

Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks. Billions of dollars are given each year in the U.S. to a wide range of charities providing valuable community services. While large corporations may be responsible for a large portion of the donated funds, small businesses also …

Charitable Giving: How Small Business Owners Can Make a Big Impact Read More »

Determining Eligibility for Social Security Benefits

What is it? Before you receive any Social Security benefits, the Social Security Administration (SSA) will need to determine your eligibility. Remember that Social Security is an insurance system designed to pay you benefits during times of economic hardship. Just as a medical insurance plan representative must review your policy coverage before paying your surgical …

Determining Eligibility for Social Security Benefits Read More »

529 College Savings Plans: A Cheat Sheet for Common Questions

Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains.1 However, 529 plans have some specific rules, regulations, and restrictions that parents must know before …

529 College Savings Plans: A Cheat Sheet for Common Questions Read More »

Tax Tips to Consider Before the End of the Year

Tax planning is a year-round effort, but don’t be caught doing nothing Tax planning can be advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to mitigate tax liability, which will leave more income for you and your family. Generally, people put off tax planning because paying …

Tax Tips to Consider Before the End of the Year Read More »

Your Traditional 401(k) Year-End Review Checklist

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a percentage of the contribution. Are you maximizing these contributions? There are also limits on how much you …

Your Traditional 401(k) Year-End Review Checklist Read More »

Estate Planning and Asset Protection: Are They The Same? 

You may sometimes hear the terms “estate planning” and “asset protection” used interchangeably. They actually have different meanings, and it’s important to incorporate both strategies into future financial plans. Below, we discuss key differences between estate planning and asset protection, as well as the optimal occasions when you should consider each wealth-preservation strategy. Estate Planning: …

Estate Planning and Asset Protection: Are They The Same?  Read More »

What Should Women Entrepreneurs Know About Small Business Grants?

One of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. Many entrepreneurs take only a minimal salary—if any at all—during the first few years their business operates, choosing instead to sink any profits back into the business. Fortunately, there are grants available that can provide some much-needed liquidity to …

What Should Women Entrepreneurs Know About Small Business Grants? Read More »

50% Complete

Your Blueprint to Real Wealth + Security

Name*

Privacy Policy: We hate spam and promise to keep your email address safe