Generosity Wealth Management
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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...
First Quarter Review / Current Thoughts
The first quarter was a great reaffirmation that diversification can be your friend. US Large company indexes lagged, but middle and small companies did better. US Bonds did well (in general), as did international stocks. While diversification does not guarantee a...
Mike Brady in the Wall Street Journal
There are few things as sweet as your first mention in the Wall Street Journal. March 10th was the day Mike Brady arrived in print! Since I was written up in the TheSuit Magazine, I've had a number of requests for interviews, expert quotes, and general articles about...
Avoid Penalties on Your Required Minimum Distributions
I was recently asked by a news journalist my opinion on how to avoid penalties on your required minimum distributions. Of course, my first answer was to make sure you actually take them and problem solved! I think she was looking for more.....so I did in fact answer...
