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Rustic barn with Texas flag roof on a grassy field.
Oak trees in a field of bluebonnets under a blue sky.
Texas wildflowers in a field with a distant state flag.
Texas State Capitol building dome framed by green trees
The Alamo mission building at sunset in San Antonio

Calculators

You can review interesting calculators on my site.

Contact Us

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Videos

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Welcome to the Generations Wealth Advisors Family

Generations Wealth Advisors is a family owned and operated firm that provides independent financial consulting to goal-oriented individuals who desire to leave a family legacy. Our generational wealth planning process helps families respect and communicate traditions across generations while embracing change and taking unified action.

Our clients represent a range of life experiences. They include first, second and third generation business owners. Some are farmers and ranchers and land owners with minerals rights. Others are successful executives and professionals who worked their way up to positions of great responsibility.

As a result of this diversity, each advisory relationship we establish is unique. Every client brings a different story to the table. They depend on us to understand their situations and visions for the future. They task us with helping them preserve their wealth in accordance with their values.

Our client relationships span generations. Caring for those relationships will always be our first priority. We have built our process around delivering on that promise. Generational wealth planning focuses on keeping families together by helping to clarify shared goals that will carry forward a lasting legacy.

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck