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Avoid these 7 Summer Credit Card Mistakes

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“We tend to be more lax over the summer,” says Mike Brady, president of Generosity Wealth Management in Boulder, Colorado. If you’re not careful, you might undo the good financial habits you’ve been following the rest of the year in just a couple of months.

Avoid these 7 Summer Credit Card Mistakes

June 29, 2015 – The summer is in full swing, and Michael Brady was asked for some practical tips for consumers to avoid credit card mistakes.… Read More

Optimize Your Portfolio with the Right Rebalancing Strategy

dailyfinance_logo_m“Rebalancing won’t increase the rate of return,” says Michael Brady, founder and president of Generosity Wealth Management in Boulder, Colorado. “The purpose of rebalancing is to stick with the plan.”

Optimize Your Portfolio with the Right Rebalancing Strategy

June 27, 2015 – Michael Brady gives his thoughts on Portfolio Rebalancing strategies in this article, including whether it’s necessary.… Read More

How to Rebuild Your Financial Health After Divorce

moneyrates_logo“People should immediately check their credit scores — they can buy them for $15 from the three national credit bureaus (Experian, Equifax and TransUnion). If their scores have taken a hit, they need to start rebuilding them by paying their bills on time and eliminating big chunks of their credit card debt.” – Michael Brady

How to Rebuild Your Financial Health After Divorce

When Michael Brady was asked his advice on rebuilding financial health after divorce, he recommended paying attention to your credit score, and being… Read More

How to Rebuild Your Financial Health After Divorce

The_Street_LogoMichael Brady, president of Generosity Wealth Management, offers a piece of advice, “Once your divorce is finalized you have to take control of your finances. You have to be proactive. You can’t just assume that things will work out.”

How to Rebuild Your Financial Health After Divorce

June 16, 2015  – Michael Brady was asked for his thoughts on tips for rebuilding your financial health after a divorce.  One of his first pieces of advice was to be proactive.

 

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Preparing for Retirement – How Much Do You Really Need?

senioroutlooktoday“With a 3% withdrawal over 40 years, only a 40% in S&P 500 allowed a probability over 90%, with having too much or little in the stock market harming you at different concentrations.” – Michael Brady

Preparing for Retirement – How Much Do You Really Need?

June 9, 2015 – Michael Brady was interviewed by Senior Outlook Today Magazine about retirement planning, different allocations, and how much is really necessary.… Read More

Navigating the Demands of Business and Remaining True to Yourself in the Process

jason-carthen-logoJune 8, 2015 – Michael Brady was honored to be interviewed by Dr. Jason Carthen for his radio show / podcast.  His podcast reaches 185,000 people.

The hour long program allowed Michael to share some of his story in the business world, and how it’s allowed him to be the person he is today.  Values and Ethics are absolutely a key to remaining true to yourself.

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Transcript:

Navigating the Demands of… Read More

Personal Finance Books Financial Experts Say Will Change Your Life

Forbes-Magazine-Logo-Fontbetter“Different pieces of advice will resonate with different people.  In my case, there was a lot of practical advice that made sense to me in this book.” – Michael Brady

Personal Finance Books Financial Experts Say Will Change Your Life

May 27, 2015 – Michael Brady was asked for a pivotal finance book that he’d recommend to others.  He choose Just One Thing by John Mauldin, and Mike shares words of advice contained in the book that he found so useful.… Read More

The Pros and Cons of Jumbo CDs

bankrate-logo“For high net worth investors who want to invest a lot of money in a jumbo CD but don’t want to lose the Federal Deposit Insurance Corp., or FDIC, protection of up to $250,000, the good news is investors can spread their investment around” – Michael Brady

The Pros and Cons of Jumbo CDs

May 20, 2015 – Michael Brady informs readers about how Jumbo CDs work, and easy ways to increase your FDIC insurance by using multiple banks… Read More

Is Your Client a “How” or a “Why”?

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“The hows are fixated on the construction and execution of a plan, but often lose sight of their ultimate financial goals. The whys, on the other hand, can effortlessly visualize where they want to be but struggle to find the discipline to get there. With that said, the first step in revealing both sides of a client is helping them identify their natural tendencies.” – Michael Brady

Is Your Client a “How” or a “Why”?

April 24, 2015 – Michael Brady shares his thoughts on… Read More

College Strategies: Best Ways to Help with the Tuition Bill

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“That option may appeal particularly to clients with taxable estates, “says Michael Brady of Generosity Wealth Management in Boulder, Colo.” — since 529 plans present a way to move money out of an estate immediately.”

College Strategies: Best Ways to Help with the Tuition Bill

April 23, 2015 – Michael Brady was asked for his expert advice on some strategies… Read More

Why the Buy-and-Hold Strategy No Longer Works for Some Retirement Investors

main_street“An absolute buy-and-hold strategy is simply not appropriate for most investors.  Moderation is the key. While I’m certainly not an advocate for rapid speculation, I do stress the importance of working with an advisor who will modify a portfolio periodically to avoid unnecessary risk while capitalizing on good opportunities.” – Michael Brady

Why the Buy-and-Hold Strategy No Longer Works for Some Retirement Investors

April 16, 2015 – Michael Brady gives his thoughts on whether the old tried and true method of buying and holding stocks and bonds… Read More

How a Letter to the IRS Can Spare Retirees For Not Taking Retirement Withdrawals

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“When you get a check and letter that states you’ve satisfied the required minimum distribution for the year, you think you’re good but in reality you’ve only satisfied part of it” – Michael Brady

How a Letter to the IRS Can Spare Retirees For Not Taking Retirement Withdrawals

April 15, 2015 – Michael Brady was asked his advice for retirees that may have neglected to take their required minimum withdrawals from their retirement accounts.  It’s amazing how powerful being upfront and detailed with a letter to… Read More

Retiring with Lots of Debt? Here’s What You Need to Know

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“In a perfect world you’d have zero debt upon retirement, or you will very shortly after that magical retirement date.” ~ Michael Brady

Retiring with Lots of Debt? Here’s What You Need to Know

March 11, 2015 – Michael Brady talks to Brian O’Connell of MainStreet.com about the growing trend of people carrying debt into retirement. Michael stresses the importance of getting to the core behavioral issues that led to the debt in the first place.… Read More

Voices: Michael Brady, on Using Art to Illustrate a Client’s Goals

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Voices: Michael Brady, on Using Art to Illustrate a Client’s Goals

“A painting can express much more than a number; it can capture a client’s values, hopes and dreams.” ~ Michael Brady

March 10, 2015 – Michael Brady is featured in this Wall Street Journal column for his thoughtful and unique client gifts. He explains why other advisers should find a unique way to open up the lines of communication with their clients.… Read More

How Much Should Politics Guide Your Global Investments

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How Much Should Politics Guide Your Global Investments

“[Botswana] has a long-standing tradition of representative democracy since independence in 1966, with uninterrupted democratic elections.” ~ Michael Brady

February 19, 2015 – Michael Brady shares insight into investing in Botswana with Lou Carlozo of US News & World Report. He highlights the nation’s democratic track record and high credit rating as favorable characteristics.… Read More

How Much Should Politics Guide Your Global Investments

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“[Botswana] has a long-standing tradition of representative democracy since independence in 1966, with uninterrupted democratic elections.” ~ Michael Brady

How Much Should Politics Guide Your Global Investments

February 19, 2015 – Michael Brady shares insight into investing in Botswana with Lou Carlozo of US News & World Report. He highlights the nation’s democratic track record and high credit rating as favorable characteristics.… Read More

Generosity In the Financial Future

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“Brady believes the artwork in the client’s home and the copy of it he keeps decorating the walls in his offices, serve as a vision board to keep clients motivated and focused.”

Generosity in the Financial Future

January 2015 – Michael Brady is featured in an article in TheSuit Magazine highlighting his emphasis on the “why” and “what” your goals are, and how keeping them in your mind visually is so important.  Artwork for clients help accomplish this.… Read More

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