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All posts by Brad Rosley

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Lifeboat Drill for Your Portfolio

Lifeboat Drills should be done BEFORE your ship has issues. Now that the stock market has fully recovered from the horrific January, it makes sense to question if you are able (or want) to stomach those kind of paper losses or not.  I think of

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Why Pay More Income Tax Than You Have To?

If you are not a member of Congress, you are not a “lawmaker.”  While you do not make laws, you retain some control over what you do to take advantage of the laws for your own benefit.  For instance: WHY PAY MORE INCOME TAX THAN

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The Big Lie

The Big Lie is that creating a higher standard of living leads to a higher quality of life. Having more money or nicer things allows you to pay for nicer things and borrow more money, but doesn’t mean you will have a better quality of

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If I Were King…

With elections this year and as we get into the meat of tax season,  it gets me thinking about our financial laws and what I would change if I were King.  If I was in charge (as a King without needing anyone’s approval) these are

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Estate Plan Gone Bad

Some people have taken the time to do some estate planning only to have it blow up in their face after they have died.  The chance of this happening grows substantially in correlation with the number of years since you last updated your will and

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Trimming the Fat

Not from your waistline, but from your monthly bills. Twenty five years ago when I helped people plan for retirement, we didn’t even factor in monthly cell phone, internet and cable or satellite expenses.  Now they easily run over $500 combined every month. We tend

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