Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
Fiscal Cliff-What’s All the Hubbub?
You're probably hearing a lot about the Fiscal Cliff, and may be wondering • What does it really mean? • What are the implications? • What can, or should, I do? In order to answer these questions, I have a slightly longer than usual video this week (about 10 minutes),...
Housing Prices Increase 4.7% Year Over Year
In October, 276 (75%) of the 366 markets showed monthly home value appreciation, and 228 (62%) of the 366 markets saw annual home value appreciation. Among the top 30 metros, 29 experienced monthly home value appreciation and 26 saw annual increases. This is a great...
2013 Tax Planning Guide
One month left in 2012. Now is the time to ensure you've done your last minute tax planning for 2012, and looking towards 2013.
The Fiscal Cliff
I reference the important Tax Policies in my video that should be addressed by the end of the year. With the election over, will Congress finally address it?
Mike’s Gift Guide
Now is the time of year when I start telling you what I want for Christmas. A rocking chair that charges your i-Device with speakers in the back near your ears. Sweet. iRock Chair
Do People Really Walk in Circles When They’re Lost?
After a long campaign season, it's finally over. Whew! You're either very happy or sad this morning. So, in order to give you a break and avoid inundating you immediately with my views on what this election return means, I've decided to answer the age old question...