Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
Definition: Back-Of-The Envelope Calculation
Defined: An informal mathematical computation, often performed on a scrap of paper such as an envelope. A back-of-the-envelope calculation uses estimated and/or rounded numbers to quickly develop a ballpark figure. The result should be more accurate than a guess, but...
Mike Brady Turns 45
Who would have thought that little kid in the photo would grow up so big and strong? Yep, 45 years old this week. Happy Birthday to me!
One Year Ends and Another Begins
2013 was a great year for stocks/equities in general, and pretty bad for bonds. If only we could rewind the year and go 100% in stocks. But would that be wise? Sure, in hindsight and only since we know how it turns out. But investing doesn't work that way. We work in...
ADV and Privacy Notices
I will soon be changing my Investment Advisory Representative (IAR) affiliation from my own state Registered Investment Advisory Firm to a SEC Registered Investment Advisory firm (Cambridge Investment Research Advisors, Inc.). I will continue to use Generosity Wealth...
10 States with the Scariest Death Taxes
"Nothing can be said to be certain, except death and taxes" - Benjamin Franklin Just because they're inevitable, doesn't mean you shouldn't live a healthy life for longevity, and position yourself to pay the least amount in taxes. At least the final estate or death...
Planning for Future Healthcare Costs
With all the discussion around Obamacare, I thought I'd include a whitepaper on planning for future healthcare. It's pretty tricky--I'm not going to lie. I have a great program that extrapolates out into the future estimates for specific healths, age, lifestyle, tax...