Generosity Wealth Management
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Start the Year Right: A Behind-the-Scenes Look at Tax Planning with Generosity Wealth Management
Kickstart 2024 with Generosity Wealth Management: Join Michael Brady in our latest video for vital tax planning insights and learn how our OCR technology can optimize your tax strategy for a prosperous year ahead.
End of 2023 Financial Market Review: Reflection and Readiness
Explore our expert analysis of the 2023 financial markets. Uncover key trends in inflation, stock market shifts, and economic resilience that defined the year. Get insights into what 2024 may hold for investors and wealth management strategies. Ideal for those seeking informed financial guidance.
7 Days of Thanks Conclusion
That's a wrap! Over the past 7 business days, we have sent clients, friends, neighbors, associates, and anyone who is somehow connected to Mike Brady or Generosity Wealth Management 7 emails, each of them with a question that was thought-provoking and took only...
7 Days of Thanks
In the spirit of giving thanks, I'm excited to embark on a 7 Days of Thanks journey. I last did this at the end of 2020, and it's as relevant today as when we were in the throws of COVID lockdowns. And, I'm including clients, friends, neighbors, associates, and people...
Insurance and Your Financial Plan
“The key is not to prioritize what’s on your schedule, but to schedule your priorities.” ― Stephen Covey Growing wealth is a journey; like any expedition, it's essential to be prepared for the unexpected. While we often discuss strategies to expand your financial...
Navigating the Fall Financial Landscape
Time well-spent results in more money to spend, more money to save, and more time to vacation. - Zig Ziglar In our latest financial market update, unravel the financial landscape of 2023 and hear a balanced perspective amidst the market’s ups and downs. Despite recent...