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How Much is Enough?

“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 […]

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700% Return! As S&P 500 Reaches New All-Time High of 2,000

How long do you think it will take for the S&P 500 to reach 4,000 or the Dow to reach 34,000? I started my career in finance back in 1986, when the S&P 500 index was under 300. Today, it crossed the 2,000 mark, which means that it has climbed nearly 700% and that doesn’t count […]

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Nothing Natural About Retirement

The idea of “retiring” is relatively new in this country’s history. It was created by financial institutions about 70 years ago after social security was first set up to transition aging, unproductive workers out of hard labor jobs (making room for younger workers) during the Industrial Revolution.  Did you know Social Security was created in […]

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What’s your Tax Freedom Day?

Tax Freedom Day is the day when the nation as a whole has earned enough money to pay its total tax bill for the year. A vivid, calendar-based illustration of the cost of government, Tax Freedom Day divides all federal, state, and local taxes by the nation’s income. In 2014, Americans will pay $3 trillion […]

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When Should Your Kids Start Planning?

Q. When Should Your Kids Start Their Financial Planning?  A. As soon as they have a job.   WHEN DID YOU START SERIOUSLY PLANNING AND SAVING? Please share when you started in the reply area below article. One of the biggest regrets many of my new clients share with me is that they wish they […]

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BradRosleyebook

Tax-Free Retirement

 We all know that the U.S. Government is $17 trillion in debt and has made trillions of dollars in Entitlement promises for which it has no money to pay. Forgive me if I don’t trust politicians not to come after my hard earned income and savings with new or higher taxes in the future to […]

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Should a Stock Market Drop Worry You?

  Last week, the stock market had its worst week in quite a while, including a 300 point sell off for the Dow. Is the next “correction“ finally underway for the  market? When people talk to me about “the market,” why is it they usually mean the U.S. large company indexes?  I guess they believe […]

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Two Emotions Kill Your Investment Returns

In 2014, resolve not to “time the market”. “Time in the Market” is one key to long-term investment success. When you look at the chart below you will see just how bad retail (non-professional) investor’s performance is compared to what they could have made had they only been “buy and hold” investors.   THE NUMBERS […]

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2013 Was a Memorable Year

It has been a memorable year and I hope my blog (over 5,000 hits in 2014) has captured some of the moments that impacted our lives and will help us plan for the future. I’ll take this time to re-share my some of my most popular blogs from this year and for fun ask that […]

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