Generosity Wealth Management
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2013 Tax Planning Guide
Two months left in 2012, and much of the Bush Era Tax Rate Cuts are set to expire. Now is the time to ensure you've done your last minute tax planning for 2012, and looking towards 2013. Click here for your downloadable PDF of my 2013 Tax Planning guide.
The Fiscal Cliff
I reference the important Tax Policies above that need to be addressed by the end of the year. With the election over, will the Congress finally address it? Click here for a full discussion of this. You'll be hearing a lot about it in the next 2 months.
My, how far we’ve come
Back in 1967, The Flintstones were paid to push Busch Beer. It was supposed to be for "Employee's Only" viewing, but it's now on YouTube. I have to admit I tasted a Busch beer once or twice in college, and am certainly glad I'm in the position to afford slightly...
4th Quarter Preview
The 3rd quarter was good, essentially across the board. However, I'm concerned about some leading indicators that are slowing and indicating a tough economy ahead (notably Chicago PMI) and I'm factoring that in. That being said, I'm still looking for a nice finish to...
42 Social Security “Secrets”
There are a number of different options available to you as you reach retirement age. Collect Social Security early, late, with your spouse, alone, etc.? The following article is a rather detailed discussion for ways to use and plan for social security. Things that I...
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...