Michael 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...

If 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.”...

"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...

"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...

"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 -...