Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
Plan Conservatively When it Comes to Social Security
One of the advantages of having a retirement plan is that you start to understand where your sources of income will be upon retirement, and how much. Unfortunately, there is a perception by many Americans that Social Security will be a bedrock of their retirement,...
Shred Your Papers!
Not only is it good for protecting your identity, but shredding papers is a lot of fun! I've rented a shredding truck for Saturday April 20th from 1pm to 4pm, and you're invited! Come, shred, recycle, and have some refreshments. Cassidy and I would love to see you!...
Hovercraft Golf Cart
Forget all those things I write about in my newsletter that I say I want for Christmas or my birthday. I'll pass on all of them if I can have this Hovercraft Golf Cart. Seriously, how much fun does this look like?
The Year in Review- The Year in Preview
Out with the old and in with the new! 2012 had some ups and downs, but ended up in the positive territory for the un-managed stock market indexes. My outlook for 2013 is not quite as optimistic as it's been the past few years for a number of reasons. In my video, I...
2013 Tax Rates and Fiscal Cliff Changes
Here are a number of articles discussing the changes from 2012 to 2013 due to the last minute tax negotiations. The negotiations led to a wide ranging set of changes, that will affect most every American. Your Taxes Under the Fiscal Cliff Deal Everything You Need to...
Client?
Are you interested in talking with me about your finances and investments but not sure if we're the right fit? I have clients of all portfolio sizes, ages, employment, and stages of life. What I like to do is make a difference in someone's life. Frankly, it's just as...
