Archive for July, 2014

2nd Quarter and into the Rest of the Year

The 2nd quarter is now behind us, and the momentum is with us!  Will recent global political events derail the positive trend? Good question, and one I answer in the below video Transcript: Hi there, Mike Brady with Generosity Wealth Management, a comprehensive, full service, wealth management firm headquarters right here in Boulder, Colorado. Today, I want to talk about the second quarter review. Really kind of the first half of the year review and then a third quarter preview which really turns into the rest of the year preview as well.  The first quarter of this year, we had ... Read More

When to Start Taking Social Security

The earliest you can start receiving your social security is at age 62, full retirement age is 66 (for people born between 1943 and 1954), and the latest you can delay it is until age 70. At full retirement age 66 you’re entitled to 100% of your amount, but if you take it early at age 62 you receive 75% of that amount.  If you wait until age 70 then you get 132% of the full retirement amount. So, when should you take it? Let me just say there is no exact right time to take it that is applicable ... Read More

Squandering the Family Fortune

60% of the time a family’s money is exhausted by the children of the person who created the wealth, and in 90% of the cases it’s gone by the time the grandchildren die. The biggest reason they’re squandered is because the people who bilt the wealth do not pass along clear instructions on how to handle the money after they’re gone.  Preserving a fortune requires communication and collaboration that’s hard to achieve. Have you thought about how you’ll maintain your hard earned money in the family after your passing? Squandering the Family Fortune – FULL ARTICLE Read More

ADV

I think it’s been awhile since I’ve included my government required ADVs to you, so well, here they are! You want to know something about me?  It’s probably in there.  You want to know more?  Just give me a call — I’m an open book!   ADV Brochure    ADV Brochure 2A   Read More

Exercise Class Featuring Hunky Standard Poodles

In one of the weirder things I’ve ever seen in my entire life, here is an exercise video with a Poodle-Shaped Woman Leading an Exercise Class of Standard Poodles. You know I love Standard Poodles, but this is making them all look bad. Poodle Exercise with Humans Read More

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