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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.

Refinancing Your Student Loans the Right Move?

As the burden of student loans continues to weigh on the shoulders of many, the prospect of refinancing has become increasingly attractive. For some borrowers, it’s a beacon of hope promising lower interest rates and more manageable monthly payments. However, before diving into the refinancing pool, it’s crucial to weigh the pros and cons and […]

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8 Financial Wellness Tips to Help Manage Generational Wealth

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth with the next generations. Here are some financial wellness tips to help manage generational wealth transfer more confidently: Tip #1 – Participate in Estate Planning A

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New Year’s Financial Resolutions to Implement Now

When it comes to New Year’s Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written down what your financial resolutions for the New Year are, tell others about your progress and failures. Here are some things you may want to focus on this year: Decrease

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Charitable Giving: How You Can Make a Big Impact & Save on Taxes

Charitable giving is an excellent way for individuals and/or 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

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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

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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

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