A basic tenant of personal finance that can dramatically improve your money life is having a cash emergency fund. Its sounds so fundamental: put away some money for a rainy day. Yet so many people don’t do it. Perhaps because they don’t have a solid answer to a simple question: Why? It’s especially important for [...]
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Why CFP® Certification Matters
Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require [...]
SUMMER INTERNSHIP SEACH 2013!
With students entering into the final stretch of the spring semester many are still contemplating their options for employment this summer. Many students are still looking to land a summer internship. Although many young adults have already solidified their plans for the summer, many are still looking for the opportunity to land a summer internship. [...]
3 Questions to Help You Look Ahead
Another birthday came and went for me Tuesday and, as always, I spent quite a bit of time reflecting. I wondered at what age did I start spending more time thinking about memories rather than the my future. Am I really that old? When should I make my “bucket list”? I thought Jack Nicholson was [...]
3 Retirement Obstacles
Getting older just kind of happens. The next thing you know you’ve hit 50 and can’t believe you are that old. I won’t be there for another year, but already feel that way, especially when my son reminds me that I have been out of high school for over THIRTY YEARS! Many of my clients [...]
Another Silver Lining to Investing in an IRA
This is the time of year you will hear much about IRAs (Individual Retirement Accounts) This is because an IRA contribution is the last tax deduction you can still create for your 2012 tax return to make a pretax IRA contribution (provided that you not eligible for another form of retirement saving, ect 401k defined benefit [...]
The Best Investment I Ever Made
Reconnecting With The Past About 22 years ago, I was asked by a girl I liked if I would volunteer to tutor a child from the Cabrini Green area. I said “ok” and went to the Fourth Presbyterian Church on Michigan Avenue in Chicago the next Wednesday night having no idea what to expect. When [...]
How to Save Money While Getting Healthy
Earlier this month, I was reminded by a sports nutritionist how horrible soda is for your body and how critical water is to living a healthy life. The nutritionist mentioned that a lack of the ability to focus is a common symptom of dehydration and adversely affects kids at school and adults during their daily [...]
Parenting – Should I Share This Story About a Recovering Drug Addict With My Teenager?
My son is a 14-year-old high school freshman with aspirations of playing baseball in college. In an effort to encourage him to read more on his own, I bought him a book about the life story of a famous major league baseball player for Christmas. I knew the basics of the well-known (by baseball followers) [...]
5 Big Financial Planning Mistakes – COST YOU A BUNDLE
Avoiding life’s big financial planning mistakes is not hard if you plan well. Financial planning, however, takes a backseat to day-to-day living for many people and this is where the potential problems creep in. Here is a list of five key planning issues that everyone should address: 1. Not Enough Liquid Savings Having plenty [...]
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Brad Rosley, CFP® and Ann Gunst, CFP®/CPA help their clients bridge the gap between financial success and living a life of fulfillment!
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A softer landing for life’s unexpected hiccups
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Bond Prices at Nose-Bleed Levels – Public Jumps in With Both Feet
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Obamacare – Pass on Insurance? – Train Wreck Coming
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Why CFP® Certification Matters
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Assault on Gold
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Romney Wins – Then What?
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Do the Math – Big Ten Schools
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Parenting – Should I Share This Story About a Recovering Drug Addict With My Teenager?
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Use Life Insurance for Long Term Care (if needed)
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Post Election Economic and Investment Outlook
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insurance handbook for the medical office 11th edition workbook: Awesome things here. I am very happy to see your a...
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Brad Rosley: If someone were diagnosed with a bad (expensive to...
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mike jachec: The problem with not getting insurance is that if ...
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Mel: "If your business is incorporated, you can deduct...
