Generosity Wealth Management
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Confidence in Retirement
One third (1/3) of workers and retirees have less than $1,000 in savings and investments in their retirement nest egg. Only 44% have done a calculation to find out how much they should be saving. With longer life expectancies, your retirement years can be the best...
Gas Taxes Across the Country
Summer is right around the corner, so I thought I'd share the really cool chart above (and link below for interactive) for the various state gas taxes across the country. As a side note, I'm curious to see how gas taxes are addressed by states going forward. With...
Some Words to Live By
I saw the below in a blog by Seth Godin (who I absolutely love), and it really struck home to me. They're definitely words of wisdom that I try to put into my practice as I'm working with clients and living my life "Most of the time, people don't want a refund or a...
Every Conference Call in Real Life
This is probably a little funnier for those of us still in the workforce, as conference calls and webinars are now a part of life. Disturbingly, this video is so right on. Funny. Original Wesite blog
January Volatility
In my video today, I discuss the most recent January volatility in the stock markets. Does the worst January in the Dow since 2009 mean we need to change our strategy? Is there any change I recommend since my last video about 3 weeks ago? For the answer to these...
Don’t be a Slave to History
Twelve months ago, the 5 year return for the S&P would have covered 2008 - 2012, for a +1.66% annual return (including reinvested dividends). Today and one year later, because a bad year dropped off (2008) and is replaced by a good year (2013), the 5 year...