303.747.6455
Click on one of the buttons below to either Join the Mailing list or Forward on to a friend.
I would love to help you or your friends like I've helped so many others.
|
Michael Brady, President
Generosity Wealth Management
1818 16th Street
Boulder, CO 80302
P 303.747.6455
F 858.947.3807
www.generositywealth.com
Registered Representative of
and securities offered through QA3 Financial, Corp. Member FINRA/SIPC
Investment
Advisor Representative of and Advisory Services offered through Generosity
Wealth Management, LLC., a Colorado Registered Investment Advisory firm
Generosity
Wealth Management, LLC and QA3 Financial Corp or QA3 Financial, LLC are not affiliated companies
|
The information being provided is
strictly as a courtesy. Our company makes no representation as to the
completeness or accuracy of information provided at these sites. Nor is the
company liable for any direct or indirect technical or system issues or any
consequences arising out of your access to or your use of third-party
technologies, sites, information and programs made available through this site.
When you access one of these sites, you assume total responsibility and risk
for your use of the sites you are linking to.
|
|
| Greetings!
Tax Time is right around the corner, and even if you're extending your return, you still have to get those Traditional and Roth 2009 checks in before April 15th.
If you've always wanted to make a Roth Contribution but were phased out, you can do a "back door" Roth contribution by first making a deductible Roth contribution and then immediately converting it to a Roth.
Listen to my video where I talk a little more about this and the IRA rules for 2009 and 2010.
|
|
|
Treasuries Interest Rates Spike up
The US Government is writing checks its body can't cash! Demand was weak for last week's treasury auction causing many, including me, to think the rise in interest rates is finally right around the corner.
To do: Check the duration of your bonds and bond mutual funds. As interest rates increase, the value of these bonds will go down.
Social Security to See Payout Exceed Pay-in this Year
 Yikes! This wasn't supposed to happen until 2016, but the Congressional Budget Office is expecting payouts to exceed pay-ins for Social Security to happen this year. Yes, 2010 not 2016.
This is a very troubling report.
To Do: It is absolutely (did i say absolutely?) essential you take control of your own retirement. Don't expect a large and long payout from the government. Ask me for a free retirement analysis so you know where you stand.
Click on the link below for more information about Social Security.
12 Ways to Cut Your Taxes Here are 12 ways to cut your taxes.
Be sure not to forget about energy efficient home improvements and this year you can take the sales tax off a new car purchased after Feb 16, 2009.
|
|
Where Mike does his work.....
I moved my offices about a month ago from North Boulder to Downtown Boulder. My new address is
1818 16th Street
Boulder, CO 80302
303.747.6455
This is the first time I've had an office so close to where everything is, and I have to say I really like it! Plus, there's free parking at my place, so don't worry about that when we meet.
Give me a call, stop by and say hi!
|
|
I'm here to help!....
I'd love to talk more with you about the above topics or anyway I can help you grow and preserve your money while providing for yourself, your family, and community.
Mike
|
|
|
