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1390 Willow Pass Road, Suite 900, Concord, CA 94520

925-944-9644
joe@gbawealthgroup.com
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At GBA Wealth Group, we believe it is important to share current and important information that may have an impact on our clients. If you would like to discuss any of the topics below, please contact us.

Monday, November 27, 2023

At some point in their lives, most people will need some long-term care whether that's at an assisted living community or at-home medical care. When preparing for this future, it can be hard to know where to start...

Monday, November 6, 2023

Interest rates are the price tags for borrowing money. It's the extra amount you owe on top of the original loan. Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments...

Monday, October 23, 2023

A health savings account (HSA) is more than a way to pay for certain medical costs. It can be a tax-free vehicle for boosting your income for a financially rewarding retirement. Learn more about saving for medical expenses, and beyond...

Monday, October 9, 2023

According to the Education Data Initiative, the average annual cost of college per student, per year in the U.S., including books, supplies and living expenses is $36,436. The average cost of college has risen over 2% over the last decade.

Wednesday, October 4, 2023

Open enrollment is coming up soon, and it's important to know about all your insurance plan options before deciding which one is right for you. Two options you could have are an HSA and a PPO. When choosing between the two, you need to...

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Monday, September 25, 2023

Just as it’s important to prepare for what happens if you pass away, you should consider the Social Security benefits that may be available if you are the survivor — the spouse, child or parent — of a worker who dies...

Friday, September 22, 2023

Transitioning into retirement can be both exciting and challenging. After years of hard work, you finally have the opportunity to relax and enjoy what are often called your “golden years.” This major life change often requires careful...

Tuesday, September 12, 2023

Conversations about money can be tense and uncomfortable, especially when it’s a conversation with your long-term partner or spouse. Money problems and miscommunications about finances can cause tension and lead to larger issues within a...

Thursday, September 7, 2023

Buying a car can be an exciting experience. Deciding what type of car fits your needs the best, picking out the features you have to have – all crucial decisions to make. But have you thought about how you’re going to finance this new car?

Monday, August 21, 2023

Have you considered downsizing? Although it’s common for people to think that “bigger is better,” it can be worthwhile to consider the pros and cons of downsizing and whether a smaller home can serve you, your lifestyle and your goals...

Monday, August 7, 2023

You already know that naming beneficiaries for your retirement accounts, life insurance policies and other assets is a critical component of estate planning. I want to call out a few common gaps I see in this process so you can avoid...

Monday, July 24, 2023

Did you know an estimated 70% of wealth passed down doesn’t make it past the second generation? Up to 90% disappears by the third generation. This is why proper financial education, and an established estate plan are important. Building...

Thursday, July 13, 2023

If you just started a new job or are preparing for life changes, it’s important to check in on your employee benefits. But what do “employee benefits” include? There are three overarching types: insurance benefits, retirement benefits...

Thursday, June 29, 2023

When preparing their estate plans, most people decide to leave their estate to one or a combination of three beneficiaries: their spouse, their children and/or charity. Understanding all the options available to you will help you...

Wednesday, June 14, 2023

Life insurance provides financial security in case of the death of the insured. If you have loved ones who depend on your income for support, you should strongly consider life insurance. Be sure you’re choosing a plan that works for you...

Thursday, June 8, 2023

Choosing a life insurance plan that works for your circumstances can feel like choosing from a seemingly endless array of options. Two of the biggest life insurance categories are “term” and “permanent” life insurance. Which type works...

Friday, June 2, 2023

Fluctuations in the stock market are inevitable, as national and global circumstances are constantly changing. The only thing you can control is your reaction, and how informed you are about trends in the market...