Generosity Wealth Management
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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...
Beneficiary Update
Now is a great time to ensure your beneficiaries are consistent with your wishes. But you have a will? It doesn't matter if it's an IRA, 401k, or other typ e of account that transfers by "contract" vs. through probate. Have an ex-spouse you used to have as your...