If the average family were to pay $10,000 per year for insurance, might they be better off keeping that money in a savings account and paying out doctor bills from that account and keeping whatever they don’t spend each year? What if you are diagnosed with a terrible disease? As of 1/1/14, at that time, [...]
The Dow Jones Industrial Average (Dow) closed just above its peak 5 ½ years ago, but as you will see below much has changed over that time. The Last Time The Dow Was Here (Oct. 2007) vs. Today: Dow Jones Industrial Average: Then 14164.5; Now 14253 Regular Gas Price: Then $2.75; Now $3.73 GDP [...]
The Sequester was put in place late in 2011 (known Budget Control Act of 2011) as a negotiating ploy signed by Congress and President to reduce Government spending increases by $85 billion annually or a meager 2.4% of our national Government’s $3.6 trillion annual spending. It is a very small amount and does not affect [...]
This catchy marketing phrase coined by ING has taken an interesting and horrible new twist for current retiree’s trying to live off the interest generated from bonds and other fixed interest investments. Unfortunately, “your number” is a moving target based on several key variables, some of which you cannot control. We can control our spending, [...]
Americans have re-elected President Obama and he was inaugurated for a second term. The president won the Popular and Electoral College vote. President Obama has promised to bring our country together during a time when after he first term, our country has never been so divided. If you look at the map of who won [...]
The past decade has been a difficult one for investors with volatile stock prices and economic uncertainty. At times we lived though some very frightful times going back to the Dot Com blow up and all that has happened since. There have been many predictions for a bleak future this year and throughout history as [...]
American Taxpayer Relief Act of 2012 – Updated Fiscal Cliff Deal Calculator The theater (crisis) is over for now and a last-minute agreement was made in Congress. What is harder to believe? The 154 page document was given to the Senate 3 minutes prior to their voting on it or that President Obama went on [...]
Fiscal Cliff – Republican’s Punt to the Democrats House Speaker Boehner called off a vote on a Bill that would have maintained most of the current tax rates (except for $1 million wage earners). Apparently, it may not have had enough votes to pass. Fiscally conservative House members are not planning to vote for a [...]
Brad Rosley, CFP® & Ann Gunst, CPA, CFP® will be presenting strategies to help investors keep more of what they earn and the federal tax laws are set to change. “It’s not what you make, but what you keep that counts.” Space is limited. Date: Wednesday, December 5, 2012 Time: 10:00 AM – 10:30 AM [...]
Well the first several days after the election has seen the stock market drop by five percent, leaving those that follow our nation’s fiscal situation feeling uneasy. I feel the same way as I have been yelling from the tallest tower (or at least my weekly blog) that our government spending is out of control [...]
About Fortune Financial Group
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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- insurance handbook for the medical office 11th edition workbook: Awesome things here. I am very happy to see your a...
- Brad Rosley: If someone were diagnosed with a bad (expensive to...
- mike jachec: The problem with not getting insurance is that if ...
- Brad Rosley: I'm not a CPAa, but I would guess the answer woul...
- Mel: "If your business is incorporated, you can deduct...