Generosity Wealth Management
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Preparing for Retirement – How Much Do You Really Need?
"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,...
Navigating the Demands of Business and Remaining True to Yourself in the Process
June 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...
Personal Finance Books Financial Experts Say Will Change Your Life
"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...
The Pros and Cons of Jumbo CDs
"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...
Is Your Client a “How” or a “Why”?
"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,...
College Strategies: Best Ways to Help with the Tuition Bill
"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...