Lee Generous @LeeGenerous
Wealth advisor Lee Generous, founder of Generous Wealth Management. ChFC, EA, cannabis finance expert. Tax-smart planning for entrepreneurs & families. leegenerous.com Massachusetts, USA Joined November 2020-
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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-moder…
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
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-boo…
Senator Warren proposes a wealth tax on fortunes over $50 million, focusing on redistribution rather than wealth creation. No major programs she championed, like the CFPB, have directly produced millionaires. In contrast, SpaceX’s IPO (at ~$1.77 trillion valuation) is expected to create over 4,400 millionaires among current and former employees through stock options, including many non-executives like cafeteria workers. • Warren proposal: warren.senate.gov • SpaceX employee wealth: NYT (June 2026), Fortune, Hill.com analysis
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/understan…
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-to…
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
Work was the one social place left in America. Then came AI. tinybfs.com/t/98Ke7l
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
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
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-to-r…
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-steps-t…
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-steps-f…
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-to…
Early moves compound in savings and reputation. Via GenWealth Management. What habit paid off for you? contentstudio.page.link/c9S5
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-esg…
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-bas…
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/looking-t…
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-is-t…
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/understan…
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