Wealth advisor Lee Generous, founder of Generous Wealth Management. ChFC, EA, cannabis finance expert. Tax-smart planning for entrepreneurs & families.
Joined November 2020
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216 Photos and videos
Jun 17
Modern Portfolio Theory still shapes investing today 📈. Diversification and risk balance remain key to building resilient portfolios over time 💡📊 #Investing #Portfolio
To learn more, visit: genwealthman.com/blog/why-mo…
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Jun 15
Wall Street began last week with a heavy sell-off as investors appeared anxious about the U.S.-Iran war, elevated inflation, and fears of a potential tech correction. However, stocks staged a massive turnaround midweek, driven by ea tinybfs.com/t/qUL9Mz
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Jun 13
Strong bookkeeping keeps your business on track 📊💼. Organized records, tracking expenses, and consistency can save time and prevent costly mistakes 💡 #Bookkeeping #BusinessTips
To learn more, visit: genwealthman.com/blog/top-6-…
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Jun 10
Money illusion can trick you into thinking you’re better off than you are 💰⚠️. Understanding real vs nominal value helps you make smarter financial decisions 📊💡 #Finance #Inflation
To learn more, visit: genwealthman.com/blog/unders…
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Jun 8
Managing finances while self-employed takes discipline 💼. From budgeting to saving and taxes, smart habits help you stay stable and grow confidently 📊💡 #SelfEmployed #Finance
To learn more, visit: genwealthman.com/blog/8-tips…
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Jun 5
Dollar-cost averaging (DCA) 📈 helps reduce market timing risk by investing consistently over time. A simple strategy that builds discipline and long-term growth 💡 #Investing #DCA
To learn more, visit: contentstudio.page.link/KJp3
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Jun 3
Crypto in 401(k) plans? 🪙📊 It’s becoming a real discussion as interest in digital assets grows. Understanding risks and opportunities is key 💡 #Crypto #RetirementPlanning
To learn more, visit: contentstudio.page.link/fXNv
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Jun 1
Is vibe coding leaving you feeling confused? A new vocabulary has emerged with the rise of AI. From agentic AI to world models, new terms and concepts are being created seemingly every day. Use this glossary of AI-related terms to s tinybfs.com/t/2o78Yc
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May 30
Want to reduce your small business tax bill? 💼📉 Smart strategies like tracking expenses and maximizing deductions can help you keep more profits 💡 #SmallBusiness #Taxes
To learn more, visit: genwealthman.com/blog/need-t…
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May 27
Don’t rush your tax filing 🧾⚠️. Taking time to plan—like checking status, documents, and deductions—can help you avoid costly mistakes 💡📊 #TaxTips #Finance
To learn more, visit: genwealthman.com/blog/7-step…
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May 25
Got hit with an unexpected tax bill? 😰 Don’t panic—review errors, explore deductions, and consider payment plans to manage it smartly 💡📊 #Taxes #FinancialPlanning
To learn more, visit: genwealthman.com/blog/5-step…
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May 22
An IRS tax audit can feel stressful 😰, but preparation is key. Staying organized and understanding the process can help you navigate it with confidence 📊💼 #TaxAudit #IRS
To learn more, visit: genwealthman.com/blog/5-tips…
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May 21
Early moves compound in savings and reputation. Via GenWealth Management. What habit paid off for you? contentstudio.page.link/c9S5
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May 20
ESG investing isn’t just a trend 🌍—it’s about aligning your money with values like sustainability and ethics while still aiming for returns 📈💡 #ESG #SustainableInvesting
To learn more, visit: genwealthman.com/blog/think-…
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May 16
Value-based vs hourly billing 💼—one focuses on outcomes, the other on time spent. Choosing the right model can impact profits, pricing, and client relationships 📊💡 #Business #Pricing
Visit: genwealthman.com/blog/value-…
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May 13
Hiring a CPA? 🤔 Asking the right questions first can save you time, money, and stress. Make sure they fit your business needs before committing 💼📊 #CPA #BusinessFinance
To learn more, visit: genwealthman.com/blog/lookin…
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May 11
The Federal Reserve plays a major role in the economy 🏦. From controlling interest rates to managing inflation, its decisions impact jobs, markets, and your finances 💡📊 #FederalReserve #Economy
To learn more, visit: genwealthman.com/blog/what-i…
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May 8
Social Security benefits can be taxed based on your income 📊💰. Understanding the rules helps you plan better and keep more of your retirement income 💡 #Retirement #SocialSecurity
To learn more, visit: genwealthman.com/blog/unders…
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May 7
America's real estate market was all set for a hot selling season. Those hopes have been dashed. tinybfs.com/t/D0xKhq
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