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Retirement Planning for Singles Can Be Extra Tough

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“Since singles don’t have a spouse to hold them accountable or help them create and stick to a plan, this financial team can assume those roles and keep them on track,” – Michael Brady

Retirement Planning for Singles Can Be Extra Tough

5/25/216 – Singles in Retirement have it extra tough as it can… Read More

Showing Your Clients They are Truly Appreciated

“It’s my belief that people want to be treated with respect. And that is a key part. When you don’t have respect between people that’s where there’s a lot of breakdown” – Michael Brady

Full Podcast Interview – Mike Brady and EPN

Interviewer:   This is Eric Dye and once again welcome to Enterprise Radio your EPN channel for exclusive interviewers with entrepreneurs, small business owners and some of the world’s top executives who are having great success.  This is where they share their latest creations, products, services, experiences as well as business strategies… Read More

7 Things You May Not Know About Social Security

Investopedia“As of 2015, at the full retirement age of 66, the maximum benefit is $2,663 a month” – Mike Brady

7 Things You May Not Know About Social Security

1/26/2016 – Michael was interviewed about Social Security, and some of the technical aspects of the program.  He was quoted on a wide variety of topics… Read More

Understanding and Managing the Cost of Raising a Child to Age 18

Equifax“The cost of housing can be a bit misleading because the USDA report, which is based on 2013 facts and figures, doesn’t account for the return on investment of buying a house” – Mike Brady

Understanding and Managing the Cost of Raising a Child to Age 18

1/12/2016 – According to the USDA, the cost of raising a child is $245,000 until again 18, and Michael was asked to dissect the numbers and explain, including ways families can prepare… Read More

Social Security Isn’t a Nest Egg

The-Suit-logo“Social Security is a distraction from what one really needs to do,” Michael Brady said. He is the founder of Generosity Wealth Management in Boulder, Colo.

Social Security Isn’t a Nest Egg

1/11/2016 – Michael was asked his thoughts about Social Security in an article published in TheSuit.  What are the top 3 myths?… Read More

Generosity Wealth Management Hosted Star Wars Client Appreciation Movie Night

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“We wanted to show our clients that our Force is with them always”, said Mike Brady

Generosity Wealth Management Hosted Star Wars Client Appreciation Movie Night

12/18/2015 – A good time was had by all in attendance!  Generosity held a pre-screening of the newest Star Wars movie last night, and the press covered it!

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This is How Much the Fed’s Interest Rate Hike Might Cost You

personal-finance-blog-logoThis is likely going to pain many borrowers who have little experience with a world in which interest rates are higher, said Michael Brady, president of Generosity Wealth Management in Boulder, Colorado

This is How Much the Fed’s Interest Rate Hike Might Cost You

12/17/2015 – In advance of the highly anticipated interest rate hike, Michael was asked his opinion of the impact on the average consumer.

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You Can’t Get Along with Everybody and You Shouldn’t Try

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I’ve made it a priority to make sure someone is a good personality-and-values fit before I agree to take that person on as a client, no matter the size of his or her account – Mike Brady

You Can’t Get Along with Everybody, and You Shouldn’t Try

12/4/2015 – Compatibility with clients is a must-have, and Michael was interviewed for an advisor magazine called FinancialAdvisorIQ, sharing his thoughts on the importance of compatibility… Read More

What to Know Before Taking an Online Loan to Pay off Debt

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“It only makes sense to take a loan if it is cheaper than the debt you’re paying off” says Mike Brady, the founder and president of Generosity Wealth Management in Boulder, Colorado.

What to Know Before Taking an Online Loan to

What to Do if Someone You Care About Has a Gambling Addiction

usnews“What has happened up to today, we can’t take back,” Brady says.

What to Do if Someone You Care About Has a Gambling Addiction

10/1/2015 – Hopefully someone you know never develops a gambling problem, but if they do, then Michael Brady has some good advice for you, as shared in U.S. News and World Report… Read More

What Advisers Like and Fear in Trump’s Tax Plan

Investment News“I like the aspect of a lower rate that spurs growth,” said Michael Brady, president of Generosity Wealth Management. “But I don’t have enough data about his assumptions to know if that growth will actually be there.”

What Advisers Like and Fear in Trump’s Tax Plan

9/30/2015 – Most people agree the Income Tax Code could use some revisions, and with Donald Trump’s published plan, Michael was asked which aspects he likes and dislikes… Read More

401(k) Plans are the New Piggy Bank. Don’t Tap Yours

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“At the end of the day, you are decreasing your savings for retirement,” says Michael Brady, founder of Generosity Wealth Management. “Yes, you are paying it back. But it would have been better if you could be adding to it.”

401(k) Plans are the New Piggy Bank. Don’t Tap Yours

9/29/2015 – Michael was interviewed and asked his opinion on borrowing from 401(k) plans.  Needless to say, he doesn’t think it’s a good idea… Read More

Borrowing Against 401k? It’s Often a Bad Idea to Tap Your Retirement Funds

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“At the end of the day, you are decreasing your savings for retirement,” says Michael Brady, founder of Generosity Wealth Management. “Yes, you are paying it back. But it would have been better if you could be adding to it.”

Borrowing Against 401k? It’s Often a Bad Idea to Tap Your Retirement

9/29/2015 – Michael gave his opinion on borrowing from your 401k, and that’s it’s a bad thing… Read More

4 Common College Savings Mistakes Parents Make – And How to Avoid Them

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“A lot of times parents might be on the edge whether or not they can retire themselves so every dollar that goes toward saving for college does not go to their own retirement,” says Mike Brady, president of Generosity Wealth Management. “A child can loan themselves through four years of college. A parent can’t loan themselves through thirty years of retirement.”

4 Common College Savings Mistakes Parents Make – And How to Avoid Them

9/23/2015 – Michael was asked his opinion on some common college savings… Read More

Entrepreneur Podcast Network

EPN“I believe that you’ve got to look at your life some day and say did I do the right thing? I’m a big believer in not having regrets, giving 100 percent and holding your head high.” – Michael Brady

Full Podcast Interview – Mike Brady and EPN

Michael Brady was recently asked to be interviewed on Entrepreneur Podcast Network, and he shared how entrepreneurs are “the elite business professionals”.

Transcript:

Female1:         You’re listening to EPN, the epodcast network.… Read More

Is Your Social Security Going to Run Dry?

The_Street_LogoMichael Brady, president of Generosity Wealth Management in Boulder, Colorado, says he always takes Social Security into account when helping clients plan for retirement. But he also tells clients to take control of their own finances. “Don’t abdicate responsibility to a government you have no control over,” Brady says. “Save 15% of your after-tax income and have a good financial plan.”

Is Your Social Security Going to Run Dry?

8/17/2015 – Michael was asked his opinion about the recent Social Security Trust Report, and the future of… Read More

How the Euro Financial Crisis Hurts Your Wallet

GOBankingRates_logo_2014If there’s one thing that consumers and investors hate, it’s uncertainty,” says Mike Brady, founder and president of Generosity Wealth Management in Boulder, Colo. “They’d rather get bad news and be certain that it’s bad than be uncertain whether it’s good or bad.”

How the Euro Financial Crisis Hurts Your Wallet

August 9, 2015 – Michael was asked his opinion on the Greek Crisis, and how it would impact US Investors.  He had plenty to share.

Disclosure: Investment strategies discussed herein may not be… Read More

12 Money Adjustments You Should Be Making Now

Christian-Science-Monitor_logo-_1“I’m a big believer in having goals that are attainable, and the personal satisfaction that comes from it. Since half the year is over, pick one thing to accomplish in the next six months that you can absolutely achieve.” – Michael Brady

12 Money Adjustments You Should Be Making Now

July 27, 2015 – The year is half over, so Michael Brady was asked his opinion about how to regroup for the rest of the year.… Read More

How to Strike a Balance with Portfolio Rebalancing

SigFig“Not only might overly frequent rebalancing increase investment costs, but it also risks cutting off a cycle before it runs its course.  Whether the cycle is multiple quarters or multiple years, you’ll never catch the upward cycle if you are always shifting away from the downside,” – Michael Brady

How to Strike a Balance with Portfolio Rebalancing

July 20, 2015 – Michael Brady was interviewed for his thoughts on the purpose and techniques for rebalancing by SigFig.… Read More

12 Money Adjustments You Should Make Mid-Year

personal-finance-blog-logo“Without some examination of the first six months and possible change in behavior and goals for the second six months, there is a strong chance the rest of year will be unsuccessful too,” – Michael Brady

12 Money Adjustments You Should Make Mid-Year

July 20, 2015 – President Michael Brady was asked his thoughts about what to do mid-year to get back on track… Read More

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