Generation Capital Management, LLC

Are you making financial decisions based on generic advice? Or are your choices part of a thoughtfully-crafted plan? At Generation Capital Management, you won’t find a one-size-fits-all solution. We believe in evolving with best practices and evaluating your specific needs. Let’s create a successful future that’s uniquely yours! 🌱

John Howe-Wemett, CFP®, MS, our CERTIFIED FINANCIAL PLANNER™ professional, sums it up perfectly: we’re dedicated to helping you manage your money more efficiently! Our wealth management services are focused on making your money work harder and go farther. Check out our latest webinar to see how you can make the most of your money! https://lnkd.in/eNA3976Q 

Tax season can be a heavy lift—especially if you're self-employed. Clear and consistent communication with your financial professionals is key to staying informed about your tax situation year-round! Watch the full webinar for more self-employed tax season tips! https://lnkd.in/eNA3976Q 

Health Savings Accounts (HSAs) are a life hack during tax season. There are many misconceptions about HSAs, but John Howe-Wemett, CFP®, MS, our CERTIFIED FINANCIAL PLANNER™ professional, and Eric Dauphin, CPA help clarify that it's more about strategically moving money to optimize your benefit and ensure you have funds set aside for when you need them most. Watch the full webinar to learn where you could be saving and making more money during tax season: https://lnkd.in/eNA3976Q 

We’re ready to empower you to achieve more!  That’s one of the reasons why we have different ways you can work with us, including: 🌳 Investment Services: We manage your investments and you receive our financial planning services at no additional charge. 🌱 genPOWERMENT: You can receive a full financial plan plus implementation support or month-by-month guidance, while you keep your investments elsewhere. Let’s connect today!

April is a BIG DEAL for us here at GCM because it's Financial Literacy Month! We always aim to educate our clients as we help them on their wealth journeys. What’s one goal you want to tackle this year? ✅ Saving for a big trip? ✅ Paying down debt? ✅ Just getting more organized? We have tons of information about all of these topics (and more) on our website and YouTube channel. For more hands-on help making this month count, reach out to us and schedule a meeting!

Let’s make your money work harder for you this tax season! Get equipped with the right tools to achieve your financial goals. John Howe-Wemett, CFP®, MS, our CERTIFIED FINANCIAL PLANNER™ professional, and Eric Dauphin, CPA share some last-minute tax season tips to help you maximize your savings! Watch the full webinar for more expert tax-saving strategies! https://lnkd.in/eNA3976Q

Tax Day comes around every year, but it never feels any less stressful. Do you want to work with a partner that can help you prepare for tax season all year long? Let’s build a plan to break the tax-stress cycle in 2025 and beyond.

Think a budget and a spending plan are the same thing? Think again! John Howe-Wemett, CFP®, MS, our CERTIFIED FINANCIAL PLANNER™ professional, walks you through the key differences—plus how creating a spending plan can set you up for long-term financial success. Bonus points if you comment one expense you consider in your spending plan!

Take home more money! (Even from 2024.) In our Smart Tax Moves webinar, Eric Dauphin, CPA of Dauphin & Fantacone CPAs and our CERTIFIED FINANCIAL PLANNER™ professional, John Howe-Wemett, CFP®, MS, discuss: 1️⃣ What you can still do before filing to reduce what you owe. 2️⃣ Deductions & Credits You Might Be Missing. 3️⃣ Reducing taxes while building long-term wealth. Watch now! https://lnkd.in/eNA3976Q