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 precious metal’s biggest drop in 30 years on Monday left it deeply entrenched in bear-market territory. Recently, gold prices have dropped 28% from their record settle high in August 2011. Gold’s 13% decline over two days marks a potentially historic reversal for an investment that gained wide acceptance after gains of more than 500% [...]
The U.S. stock market just had a terrific first quarter. The S&P 500 index was up 10.0% over the past three months. My client portfolios were not up that much because they also own many other investment asset classes that didn’t advance nearly as much. For example, the bond market was flat for the quarter, [...]
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 [...]
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 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 [...]
Chances are more than 50/50 that you will need help getting along later in life. The cost is prohibitive and someone (not Medicare) will pay the bills. Home health care is expensive and nursing home care is REALLY EXPENSIVE. The tab could be a few hundred thousand dollars! “Failing to Plan is Planning to [...]
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, [...]
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 [...]
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 [...]
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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- A softer landing for life’s unexpected hiccups May 21, 2013
- Bond Prices at Nose-Bleed Levels – Public Jumps in With Both Feet May 14, 2013
- Obamacare – Pass on Insurance? – Train Wreck Coming May 1, 2013
- Why CFP® Certification Matters April 24, 2013
- Assault on Gold April 17, 2013
- Romney Wins – Then What? October 18, 2012
- Do the Math – Big Ten Schools April 25, 2012
- Parenting – Should I Share This Story About a Recovering Drug Addict With My Teenager? February 4, 2013
- Use Life Insurance for Long Term Care (if needed) December 5, 2011
- Post Election Economic and Investment Outlook November 15, 2012
- 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...