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Why I Became a Financial Advisor

I became a financial advisor because I love to help people reach…
December 22, 2023/by Brad Rosley

Year-End Tax Moves to Consider Now

You have some control over how much you pay each year in income…
November 20, 2023/by Brad Rosley

Is Your Cell Phone Your Best Friend or Enemy?

It's not just kids who are always on their cell phones or iPad.

Your…
September 18, 2023/by Brad Rosley

U.S. Inflation Crushing Middle Class

Inflation Crushing Middle Class.

Economics 101: More money…
September 14, 2022/by Brad Rosley

What’s Worse Than Inflation?

Yes, 2 straight quarters of negative GDP (Gross Domestic Product)…
July 28, 2022/by Brad Rosley

Today’s Investment Conundrum

Just when you think you’ve seen it all, the US economy and…
June 28, 2022/by Brad Rosley

Leading By Example

My wife, Soni, and I pulled the trigger and bought a second home…
February 8, 2022/by Brad Rosley

A Christmas Gift for the Ages

Not all Christmas gifts are created equal.

Sure, it’s great…
November 28, 2021/by Brad Rosley

BIG Tax Benefits of Donor Advised Funds

Time to share my latest personal and client tax-saving and "do-gooder"…
November 3, 2021/by Brad Rosley

Should You be Worried?

I am concerned.

It’s only been nine months, but we have…
October 17, 2021/by Brad Rosley

Time to Convert Old 401k/IRA to Roth IRA

Thanks to Trump’s Tax Cuts and Jobs of 2017, we have historically…
October 11, 2021/by Brad Rosley
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