Today’s blog is a quick audio review of the economy and stock and bond markets. Take a listen and get caught up.
About Brad RosleyBrad Rosley, CFP®, is the founder and President of FFG which opened in Glen Ellyn, Illinois in 1996. He has been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years. Ask Brad your financial and investment questions!
I’ve written about Health Savings Accounts (HSA) in the past (Are You Missing Out? – 23,000 Reasons I Love My Health Savings Account (HSA)) as being one of my favorite and most important accounts in my financial plan. With the high deductible, “Bronze” option being the most affordable choice under Obamacare, HSA’s have grown in […]
Most of my clients tell me this isn’t true, because they pay their card balance off in full each month. I say, “That’s part of the problem!” We all have a propensity to spend up to what we know we can afford to pay off each month. Those that carry and grow their balances […]
Ever wonder why your spouse or child doesn’t appreciate it when you go out of your way to show your love to them? I just finished reading a terrific book that should be required reading for every married couple and parent of teenagers. It’s called The Five Love Languages by Gary Chapman. The book explains […]
Your account balance carries a hidden surrender charge. Millions of working Americans contribute a percentage of their earnings to a 401k account while many also have IRA accounts, most of which were formerly 401k that were rolled over to IRA’s. While some people follow the daily moves of their account balances, other wait patiently for […]
A majority of voters were not happy with the policies (higher taxes, Obamacare, etc.) of many politicians on the ballot and the results show many new faces in office. Here are some of the my opinions about what this may mean: Gridlock In Washington – All the republicans can do is pass bills and bring […]
The most important and anxious questions I answer for my clients are: “How much money will I have at retirement and will that be enough to live on? Of course, there are many variables in that calculation, one of the biggest is choosing an amount to withdraw from your investment nest egg every year. Many […]
“Be thankful for what you have; you’ll end up having more. If you concentrate on what you don’t have, you will never, ever have enough.” We can all agree each person’s perspective is unique, but do we ever take the time to contemplate how skewed our financial perspectives may be? Do you compare yourself to fellow neighbors, a person one community […]
In addition to Halloween, the month of October is known for creating spooks and scares among investors. When it comes to wealth suddenly disappearing, October can be quite frightful. The stock market crash of 1929 that led to the Great Depression occurred in October. So did the 22.6% plunge suffered by the Dow Jones industrial average in […]
“The Talk” I’m not referring to “the talk” with your teenage children about sex, but rather the “parent and adult children talk” about the parent’s estate plan. Have you had this conversation? Most people have not. My sister Lori is coming to town this weekend from Washington for a high school reunion and we are finally […]
- Economic and Investment Review- Webinar December 16, 2014
- Why HSA’s go Hand in Hand with Obamacare and Retirement December 11, 2014
- Illinois Says Goodbye to Judy Baar Topinka December 11, 2014
- Is Your Credit Card Keeping You From Financial Success? December 3, 2014
- Loving More Effectively November 18, 2014
- What Did You Pay For Your Kid’s College? Please Respond August 27, 2013
- Use Life Insurance for Long Term Care (if needed) December 5, 2011
- Perks of Getting Older June 19, 2013
- Why Health Insurance is Not “Insurance” November 12, 2013
- Is College Worth it Today? An Alternative Idea November 5, 2013
- Brad Rosley: Assuming you have a high deductible health insuran...
- Scott: Brad How to set up HSA?...
- Rob Wyant: Brad. Thank you for sharing. Excellent book and ...
- Mike Pensinger: I explain to clients the *hope* is that you'll be...
- Brad Rosley: Be happy with what you have. Count your blessings ...