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Connect with us!
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303.747.6455
Money can and should do good things: for you, your family, and the causes you believe in
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Michael Brady, President
Generosity Wealth Management
885 Arapahoe Ave.
Boulder, CO 80302
P 303.747.6455
F 858.947.3807
www.generositywealth.com
Registered Representative of and securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advser
Generosity Wealth Management, LLC and Cambridge Investment Research, lnc. are not affiliated companies
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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.
The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested. The Standard & Poor's 500 Index ("S&P 500") is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market. The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends. Indexes are often used as a proxy for the stock market and cannot be invested in directly. Diversification and asset allocation strategies do not assure profit or protect against loss in a generally declining market |
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2nd Quarter and into the
Rest of the Year
The 2nd quarter is now behind us, and the momentum is with us! Will recent global political events derail the positive trend?
Good question, and one I answer in the below video
 | | 2014 07 23 2nd Quarter Review |
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When to Start Taking Social Security
The earliest you can start receiving your social security is at age 62, full retirement age is 66 (for people born between 1943 and 1954), and the latest you can delay it is until age 70.  At full retirement age 66 you're entitled to 100% of your amount, but if you take it early at age 62 you receive 75% of that amount. If you wait until age 70 then you get 132% of the full retirement amount. So, when should you take it? Let me just say there is no exact right time to take it that is applicable for everyone. For one client's circumstances it might make sense to take it early, but in another it makes sense to wait. If you live a long life and you draw upon other sources of income until age 70, then it becomes very attractive to wait. But, we don't know if you'll live a long life until after the fact, so there is some supposition around this. Less than 2% of people wait until age 70, but mathematically that's the best option (76% more than what you'll receive if you take it at age 62), and that's 76% more each year just for waiting 8 more years. Do not do anything without talking with a financial professional to review your specific case. I run calculations and advise on this all the time, so I'm quite familiar in the various options for clients. Please contact me if you feel I can help you with your social security planning.
Squandering the Family Fortune
60% of the time a family's money is exhausted by the children of the person who created the wealth, and in 90% of the cases it's gone by the time the grandchildren die. The biggest reason they're squandered is because the people who bilt the wealth do not pass along clear instructions on how to handle the money after they're gone. Preserving a fortune requires communicaiton and collaboration that's hard to achieve. Have you thought about how you'll maintain your hard earned money in the family after your passing?
ADV
I think it's been awhile since I've included my government required ADVs to you, so well, here they are! You want to know something about me? It's probably in there. You want to know more? Just give me a call -- I'm an open book!
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Exercise Class Featuring Hunky Standard Poodles
In one of the weirder things I've ever seen in my entire life, here is an exercise video with a Poodle-Shaped Woman Leading an Exercise Class of Standard Poodles. You know I love Standard Poodles, but this is making them all look bad.  | | Poodle Exercise with Humans |
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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
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