Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
Help Your Aging Parents
How can you start to help your aging parent without causing them to become defensive? What kinds of assistance can and should you provide them? This is a good article to start to address these questions. LINK TO FULL ARTICLE
5 Mistakes on Executive Resumes
The U6 (unemployment rate including people who are part time but would like to be full time) is around 16%. So, there are a lot of people with resumes out there. Perhaps you are one of those people, or at least know someone like that. Here are some tips on resumes,...
Movin’ on up!
Generosity Wealth Management has moved! About a month ago I moved our offices to 885 Arapahoe Ave. Boulder, CO 80302 The phone number is still the same, as is my happiness in seeing you. Don't hesitate to stop by!
What does Wealth Management Mean?
What does "Wealth Management" mean, and what do "Wealth Managers" do that is different from other advisers? Why did I name my company "Generosity Wealth Management". I'm glad you asked, because I answer these fine questions in a 3.5 minute video below. I encourage you...
What Rate of Return Do You Need for a Comfortable Lifestyle?
According to this article, you can withdraw 4.5% out of taxable accounts per year and your money will last at least 30 years under most scenarios. I don't have his supporting material to double check his numbers, but I do know there are a lot of variables involved in...
10 Biggest Money Wasters
What are 10 things you can look at in your financial life that can immediately save you money? This article sheds light on 10 of the most popular money wasters in the US, from ATM fees to the Lotto to cigarettes. Interesting article..... LINK TO FULL ARTICLE
